CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,417 shares; 2024Q4: 179,636 shares; 2025Q1: 181,190 shares; 2025Q2: 186,206 shares; 2025Q3: 195,880 shares; 2025Q4: 242,736 shares 242,736 $19.2M 0.02% +46,856 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,165 shares; 2024Q4: 85,955 shares; 2025Q1: 68,644 shares; 2025Q2: 69,914 shares; 2025Q3: 54,962 shares; 2025Q4: 449,124 shares 449,124 $18.8M 0.02% +394,162 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644,449 shares; 2024Q4: 672,024 shares; 2025Q1: 689,485 shares; 2025Q2: 667,854 shares; 2025Q3: 642,172 shares; 2025Q4: 584,738 shares 584,738 $18.8M 0.02% -57,434 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,864 shares; 2024Q4: 19,816 shares; 2025Q1: 21,934 shares; 2025Q2: 22,311 shares; 2025Q3: 32,194 shares; 2025Q4: 147,013 shares 147,013 $18.8M 0.02% +114,819 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,150 shares; 2025Q1: 6,756 shares; 2025Q2: 38,367 shares; 2025Q3: 6,487 shares; 2025Q4: 327,260 shares 327,260 $18.7M 0.02% +320,773 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,795 shares; 2024Q4: 320,354 shares; 2025Q1: 149,680 shares; 2025Q2: 146,718 shares; 2025Q3: 138,285 shares; 2025Q4: 424,039 shares 424,039 $18.6M 0.02% +285,754 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 227,547 shares 227,547 $18.6M 0.02% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,132 shares; 2025Q1: not reported; 2025Q2: 3,499 shares; 2025Q3: not reported; 2025Q4: 100,372 shares 100,372 $18.5M 0.02% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,086 shares; 2024Q4: 115,919 shares; 2025Q1: 116,256 shares; 2025Q2: 116,446 shares; 2025Q3: 91,475 shares; 2025Q4: 132,157 shares 132,157 $18.4M 0.02% +40,682 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,018 shares; 2024Q4: 68,297 shares; 2025Q1: 49,121 shares; 2025Q2: 81,495 shares; 2025Q3: 102,267 shares; 2025Q4: 142,366 shares 142,366 $18.3M 0.02% +40,099 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 857,825 shares; 2025Q3: 856,412 shares; 2025Q4: 697,376 shares 697,376 $18.3M 0.02% -159,036 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,053 shares; 2024Q4: 122,285 shares; 2025Q1: 149,537 shares; 2025Q2: 127,848 shares; 2025Q3: 129,596 shares; 2025Q4: 217,915 shares 217,915 $18.3M 0.02% +88,319 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,269,641 shares 1,269,641 $18.3M 0.02% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,295 shares; 2024Q4: 40,451 shares; 2025Q1: 39,831 shares; 2025Q2: 41,400 shares; 2025Q3: 384,315 shares; 2025Q4: 414,016 shares 414,016 $18M 0.02% +29,701 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,527 shares; 2024Q4: 370,709 shares; 2025Q1: 110,199 shares; 2025Q2: 305,992 shares; 2025Q3: 324,934 shares; 2025Q4: 405,577 shares 405,577 $18M 0.02% +80,643 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,980 shares; 2024Q4: 32,663 shares; 2025Q1: 32,163 shares; 2025Q2: 31,853 shares; 2025Q3: 29,353 shares; 2025Q4: 429,536 shares 429,536 $17.9M 0.02% +400,183 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,291 shares; 2024Q4: 8,083 shares; 2025Q1: 7,880 shares; 2025Q2: 10,459 shares; 2025Q3: 8,068 shares; 2025Q4: 8,280 shares 8,280 $17.8M 0.02% +212 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,292 shares; 2024Q4: 42,892 shares; 2025Q1: not reported; 2025Q2: 176,746 shares; 2025Q3: 308,219 shares; 2025Q4: 731,736 shares 731,736 $17.8M 0.02% +423,517 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,562 shares; 2024Q4: 402,579 shares; 2025Q1: 394,313 shares; 2025Q2: 411,888 shares; 2025Q3: 489,288 shares; 2025Q4: 480,987 shares 480,987 $17.7M 0.02% -8,301 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,420 shares; 2024Q4: 72,320 shares; 2025Q1: 71,320 shares; 2025Q2: 69,660 shares; 2025Q3: 75,643 shares; 2025Q4: 401,664 shares 401,664 $17.6M 0.02% +326,021 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,339 shares; 2024Q4: 53,094 shares; 2025Q1: 48,590 shares; 2025Q2: 58,708 shares; 2025Q3: 61,998 shares; 2025Q4: 66,423 shares 66,423 $17.4M 0.02% +4,425 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,597 shares; 2024Q4: 19,857 shares; 2025Q1: 19,962 shares; 2025Q2: 20,802 shares; 2025Q3: 25,156 shares; 2025Q4: 35,507 shares 35,507 $17.4M 0.02% +10,351 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,550 shares; 2024Q4: 30,901 shares; 2025Q1: 30,665 shares; 2025Q2: 33,279 shares; 2025Q3: 57,196 shares; 2025Q4: 62,227 shares 62,227 $17.4M 0.02% +5,031 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,469 shares; 2024Q4: 92,780 shares; 2025Q1: 95,788 shares; 2025Q2: 95,867 shares; 2025Q3: 106,510 shares; 2025Q4: 135,904 shares 135,904 $17.3M 0.02% +29,394 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,598 shares; 2024Q4: 54,776 shares; 2025Q1: 51,719 shares; 2025Q2: 52,654 shares; 2025Q3: 51,064 shares; 2025Q4: 108,425 shares 108,425 $17.3M 0.02% +57,361 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,771 shares; 2024Q4: 318,438 shares; 2025Q1: 359,927 shares; 2025Q2: 354,043 shares; 2025Q3: 333,008 shares; 2025Q4: 267,982 shares 267,982 $17.2M 0.02% -65,026 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,465 shares; 2024Q4: 72,090 shares; 2025Q1: 117,697 shares; 2025Q2: 121,948 shares; 2025Q3: 119,545 shares; 2025Q4: 130,618 shares 130,618 $17.2M 0.02% +11,073 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,781 shares; 2024Q4: 102,219 shares; 2025Q1: 97,617 shares; 2025Q2: 105,810 shares; 2025Q3: 107,035 shares; 2025Q4: 125,986 shares 125,986 $17.1M 0.02% +18,951 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,646 shares; 2025Q1: 61,646 shares; 2025Q2: 61,593 shares; 2025Q3: 55,224 shares; 2025Q4: 1,881,405 shares 1,881,405 $17M 0.02% +1,826,181 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,361 shares; 2024Q4: 49,662 shares; 2025Q1: 40,873 shares; 2025Q2: 45,949 shares; 2025Q3: 43,072 shares; 2025Q4: 366,446 shares 366,446 $17M 0.02% +323,374 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 156,197 shares; 2025Q4: 158,887 shares 158,887 $16.9M 0.02% +2,690 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728,041 shares; 2024Q4: 242,752 shares; 2025Q1: 233,574 shares; 2025Q2: 218,342 shares; 2025Q3: 200,179 shares; 2025Q4: 221,130 shares 221,130 $16.9M 0.02% +20,951 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 15,533 shares; 2025Q1: 14,821 shares; 2025Q2: 14,505 shares; 2025Q3: 14,143 shares; 2025Q4: 13,392 shares 13,392 $16.7M 0.02% -751 SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,677 shares; 2024Q4: 18,122 shares; 2025Q1: 18,624 shares; 2025Q2: 19,057 shares; 2025Q3: 19,160 shares; 2025Q4: 48,484 shares 48,484 $16.7M 0.02% +29,324 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,209 shares; 2025Q4: 58,240 shares 58,240 $16.7M 0.02% +57,031 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,251 shares; 2024Q4: 111,596 shares; 2025Q1: 108,620 shares; 2025Q2: 91,562 shares; 2025Q3: 89,094 shares; 2025Q4: 131,993 shares 131,993 $16.6M 0.02% +42,899 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,032 shares; 2024Q4: 100,899 shares; 2025Q1: 101,765 shares; 2025Q2: 101,951 shares; 2025Q3: 103,182 shares; 2025Q4: 105,798 shares 105,798 $16.6M 0.02% +2,616 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,834 shares; 2024Q4: 97,221 shares; 2025Q1: 95,208 shares; 2025Q2: 90,856 shares; 2025Q3: 86,707 shares; 2025Q4: 203,772 shares 203,772 $16.5M 0.02% +117,065 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,705 shares; 2024Q4: 185,814 shares; 2025Q1: 189,673 shares; 2025Q2: 198,895 shares; 2025Q3: 196,928 shares; 2025Q4: 223,286 shares 223,286 $16.4M 0.02% +26,358 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,544 shares; 2024Q4: 117,797 shares; 2025Q1: 119,817 shares; 2025Q2: 116,879 shares; 2025Q3: 296,720 shares; 2025Q4: 299,614 shares 299,614 $16.4M 0.02% +2,894 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,838 shares; 2024Q4: 391,402 shares; 2025Q1: 413,947 shares; 2025Q2: 440,159 shares; 2025Q3: 484,718 shares; 2025Q4: 499,216 shares 499,216 $16.3M 0.02% +14,498 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,474 shares; 2024Q4: 467,661 shares; 2025Q1: 486,094 shares; 2025Q2: 309,384 shares; 2025Q3: 320,033 shares; 2025Q4: 341,145 shares 341,145 $16.3M 0.02% +21,112 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547,562 shares; 2024Q4: 68,738 shares; 2025Q1: 75,095 shares; 2025Q2: 122,530 shares; 2025Q3: 182,279 shares; 2025Q4: 690,413 shares 690,413 $16.3M 0.02% +508,134 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,709 shares; 2024Q4: 42,543 shares; 2025Q1: 42,774 shares; 2025Q2: 41,927 shares; 2025Q3: 66,085 shares; 2025Q4: 204,569 shares 204,569 $16.1M 0.02% +138,484 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,606 shares; 2024Q4: 223,971 shares; 2025Q1: 201,945 shares; 2025Q2: 192,756 shares; 2025Q3: 185,859 shares; 2025Q4: 434,004 shares 434,004 $16.1M 0.02% +248,145 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,840 shares; 2024Q4: 24,840 shares; 2025Q1: 24,840 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400,142 shares 1,400,142 $16.1M 0.02% new Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 779,999 shares 779,999 $16M 0.02% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,366 shares; 2025Q1: not reported; 2025Q2: 7,530 shares; 2025Q3: 55,043 shares; 2025Q4: 116,712 shares 116,712 $16M 0.02% +61,669 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,346 shares; 2024Q4: 106,896 shares; 2025Q1: 112,607 shares; 2025Q2: 116,598 shares; 2025Q3: 118,394 shares; 2025Q4: 131,769 shares 131,769 $15.9M 0.02% +13,375 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,077 shares; 2024Q4: 418,465 shares; 2025Q1: 677,205 shares; 2025Q2: 717,320 shares; 2025Q3: 767,393 shares; 2025Q4: 938,678 shares 938,678 $15.9M 0.02% +171,285 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,512 shares; 2024Q4: 7,078 shares; 2025Q1: 7,821 shares; 2025Q2: 6,595 shares; 2025Q3: 9,555 shares; 2025Q4: 118,590 shares 118,590 $15.8M 0.02% +109,035 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,123 shares; 2024Q4: 365,162 shares; 2025Q1: 362,140 shares; 2025Q2: 369,887 shares; 2025Q3: 408,666 shares; 2025Q4: 403,504 shares 403,504 $15.7M 0.02% -5,162 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,041 shares; 2024Q4: 502,133 shares; 2025Q1: 485,542 shares; 2025Q2: 480,348 shares; 2025Q3: 477,929 shares; 2025Q4: 477,310 shares 477,310 $15.7M 0.02% -619 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,171 shares; 2024Q4: 99,080 shares; 2025Q1: 98,951 shares; 2025Q2: 118,353 shares; 2025Q3: 168,160 shares; 2025Q4: 185,604 shares 185,604 $15.6M 0.02% +17,444 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,404 shares; 2024Q4: 44,140 shares; 2025Q1: 41,282 shares; 2025Q2: 41,589 shares; 2025Q3: 8,677,739 shares; 2025Q4: 50,401 shares 50,401 $15.6M 0.02% -8,627,338 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 2,866 shares; 2025Q1: 2,878 shares; 2025Q2: 4,558 shares; 2025Q3: not reported; 2025Q4: 136,366 shares 136,366 $15.6M 0.02% new Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,647 shares; 2024Q4: 22,497 shares; 2025Q1: 37,447 shares; 2025Q2: 53,235 shares; 2025Q3: 49,434 shares; 2025Q4: 382,285 shares 382,285 $15.6M 0.02% +332,851 Timeline GNK GENCO SHIPPING & TRADING LTD More: the full row for GENCO SHIPPING & TRADING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818,048 shares; 2024Q4: 692,298 shares; 2025Q1: 798,520 shares; 2025Q2: 805,179 shares; 2025Q3: 836,775 shares; 2025Q4: 863,101 shares 863,101 $15.4M 0.02% +26,326 Timeline XTWO BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,573 shares; 2024Q4: 311,838 shares; 2025Q1: 304,532 shares; 2025Q2: 304,092 shares; 2025Q3: 306,032 shares; 2025Q4: 309,663 shares 309,663 $15.4M 0.02% +3,631 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,044 shares; 2025Q1: 19,530 shares; 2025Q2: 18,314 shares; 2025Q3: 311,598 shares; 2025Q4: 341,730 shares 341,730 $15.2M 0.02% +30,132 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,311 shares; 2024Q4: 190,254 shares; 2025Q1: 185,846 shares; 2025Q2: 189,869 shares; 2025Q3: 172,323 shares; 2025Q4: 267,201 shares 267,201 $15.2M 0.02% +94,878 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,747 shares; 2024Q4: 24,204 shares; 2025Q1: 25,167 shares; 2025Q2: 25,933 shares; 2025Q3: 54,267 shares; 2025Q4: 144,278 shares 144,278 $15.1M 0.02% +90,011 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,138 shares; 2024Q4: 2,395 shares; 2025Q1: 3,073 shares; 2025Q2: 3,652 shares; 2025Q3: 6,764 shares; 2025Q4: 83,807 shares 83,807 $15.1M 0.02% +77,043 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 166,980 shares; 2025Q4: 208,461 shares 208,461 $15.1M 0.02% +41,481 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,648 shares; 2024Q4: 46,676 shares; 2025Q1: 45,983 shares; 2025Q2: 47,814 shares; 2025Q3: 46,469 shares; 2025Q4: 66,811 shares 66,811 $15.1M 0.02% +20,342 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,324 shares; 2024Q4: 165,865 shares; 2025Q1: 130,178 shares; 2025Q2: 216,121 shares; 2025Q3: 175,530 shares; 2025Q4: 147,778 shares 147,778 $15M 0.02% -27,752 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,820 shares; 2024Q4: 248,650 shares; 2025Q1: 294,240 shares; 2025Q2: 299,790 shares; 2025Q3: 496,220 shares; 2025Q4: 508,724 shares 508,724 $15M 0.02% +12,504 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,558 shares; 2024Q4: 8,767 shares; 2025Q1: 8,610 shares; 2025Q2: 13,259 shares; 2025Q3: 30,112 shares; 2025Q4: 150,233 shares 150,233 $15M 0.02% +120,121 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,364 shares; 2024Q4: 96,270 shares; 2025Q1: 100,912 shares; 2025Q2: 284,919 shares; 2025Q3: 319,351 shares; 2025Q4: 317,701 shares 317,701 $14.9M 0.02% -1,650 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,638 shares; 2024Q4: 68,138 shares; 2025Q1: 68,821 shares; 2025Q2: 68,700 shares; 2025Q3: 98,296 shares; 2025Q4: 109,245 shares 109,245 $14.9M 0.02% +10,949 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,309 shares; 2024Q4: 89,671 shares; 2025Q1: 24,208 shares; 2025Q2: 26,487 shares; 2025Q3: 13,299 shares; 2025Q4: 49,829 shares 49,829 $14.7M 0.02% +36,530 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,847 shares; 2025Q1: 4,282 shares; 2025Q2: not reported; 2025Q3: 7,671 shares; 2025Q4: 239,974 shares 239,974 $14.7M 0.02% +232,303 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 387,177 shares; 2025Q1: 395,129 shares; 2025Q2: 392,342 shares; 2025Q3: 394,602 shares; 2025Q4: 407,260 shares 407,260 $14.7M 0.02% +12,658 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,506 shares; 2024Q4: 158,862 shares; 2025Q1: 38,867 shares; 2025Q2: 60,407 shares; 2025Q3: 67,810 shares; 2025Q4: 107,823 shares 107,823 $14.6M 0.02% +40,013 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,285 shares; 2024Q4: 18,396 shares; 2025Q1: 16,589 shares; 2025Q2: 16,931 shares; 2025Q3: 19,178 shares; 2025Q4: 128,137 shares 128,137 $14.5M 0.02% +108,959 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,527 shares; 2024Q4: 93,922 shares; 2025Q1: 85,417 shares; 2025Q2: 80,617 shares; 2025Q3: 78,126 shares; 2025Q4: 365,330 shares 365,330 $14.5M 0.02% +287,204 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,696 shares; 2024Q4: 8,055 shares; 2025Q1: 9,832 shares; 2025Q2: 10,056 shares; 2025Q3: not reported; 2025Q4: 181,817 shares 181,817 $14.4M 0.02% new Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 361,668 shares; 2024Q4: 436,880 shares; 2025Q1: 571,020 shares; 2025Q2: 606,794 shares; 2025Q3: 649,796 shares; 2025Q4: 762,738 shares 762,738 $14.4M 0.02% +112,942 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,016 shares; 2024Q4: 282,262 shares; 2025Q1: 288,092 shares; 2025Q2: 334,622 shares; 2025Q3: 336,599 shares; 2025Q4: 356,828 shares 356,828 $14.3M 0.02% +20,229 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,224 shares; 2024Q4: 42,069 shares; 2025Q1: 40,361 shares; 2025Q2: 34,313 shares; 2025Q3: 33,295 shares; 2025Q4: 34,319 shares 34,319 $14.3M 0.02% +1,024 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,807 shares; 2024Q4: 40,607 shares; 2025Q1: 45,164 shares; 2025Q2: 49,985 shares; 2025Q3: 50,653 shares; 2025Q4: 59,758 shares 59,758 $14.3M 0.02% +9,105 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,836 shares; 2024Q4: 72,095 shares; 2025Q1: 73,302 shares; 2025Q2: 76,162 shares; 2025Q3: 186,477 shares; 2025Q4: 161,965 shares 161,965 $14.3M 0.02% -24,512 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,977 shares; 2024Q4: 11,937 shares; 2025Q1: 13,284 shares; 2025Q2: 13,797 shares; 2025Q3: 15,525 shares; 2025Q4: 70,171 shares 70,171 $14.3M 0.02% +54,646 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,461 shares; 2024Q4: 90,930 shares; 2025Q1: 105,695 shares; 2025Q2: 118,649 shares; 2025Q3: 140,865 shares; 2025Q4: 236,168 shares 236,168 $14.2M 0.02% +95,303 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,581 shares; 2024Q4: 84,238 shares; 2025Q1: 64,376 shares; 2025Q2: 69,276 shares; 2025Q3: 69,048 shares; 2025Q4: 219,935 shares 219,935 $14.2M 0.02% +150,887 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,667 shares; 2024Q4: 46,784 shares; 2025Q1: 45,719 shares; 2025Q2: 49,582 shares; 2025Q3: 52,777 shares; 2025Q4: 109,664 shares 109,664 $14.1M 0.02% +56,887 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,580 shares; 2025Q1: 54,066 shares; 2025Q2: 56,153 shares; 2025Q3: 79,755 shares; 2025Q4: 698,927 shares 698,927 $14.1M 0.02% +619,172 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,568 shares; 2025Q3: 50,455 shares; 2025Q4: 838,452 shares 838,452 $14M 0.02% +787,997 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,005 shares; 2024Q4: 43,198 shares; 2025Q1: 43,835 shares; 2025Q2: 38,066 shares; 2025Q3: 41,863 shares; 2025Q4: 85,172 shares 85,172 $14M 0.02% +43,309 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,797 shares; 2025Q1: not reported; 2025Q2: 3,649 shares; 2025Q3: 4,607 shares; 2025Q4: 153,358 shares 153,358 $13.9M 0.02% +148,751 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,303 shares; 2024Q4: 12,006 shares; 2025Q1: 10,392 shares; 2025Q2: 11,765 shares; 2025Q3: 248,239 shares; 2025Q4: 291,035 shares 291,035 $13.8M 0.02% +42,796 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,482 shares; 2024Q4: 4,436 shares; 2025Q1: 4,342 shares; 2025Q2: 34,396 shares; 2025Q3: 35,528 shares; 2025Q4: 69,842 shares 69,842 $13.8M 0.02% +34,314 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,909 shares; 2024Q4: 213,737 shares; 2025Q1: 254,781 shares; 2025Q2: 249,819 shares; 2025Q3: 368,760 shares; 2025Q4: 359,238 shares 359,238 $13.7M 0.02% -9,522 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,942 shares; 2024Q4: 11,674 shares; 2025Q1: 13,348 shares; 2025Q2: 11,492 shares; 2025Q3: 12,810 shares; 2025Q4: 35,449 shares 35,449 $13.7M 0.02% +22,639 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 789 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 883 shares; 2025Q4: 1,880 shares 1,880 $13.7M 0.02% +997 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,209,236 shares; 2024Q4: 60,898 shares; 2025Q1: 80,266 shares; 2025Q2: 83,237 shares; 2025Q3: 27,691 shares; 2025Q4: 65,804 shares 65,804 $13.7M 0.02% +38,113 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,826 shares; 2024Q4: 3,054 shares; 2025Q1: 3,744 shares; 2025Q2: 5,075 shares; 2025Q3: 17,183 shares; 2025Q4: 22,648 shares 22,648 $13.7M 0.02% +5,465 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,011 shares; 2024Q4: 111,342 shares; 2025Q1: 32,751 shares; 2025Q2: 39,205 shares; 2025Q3: 819,749 shares; 2025Q4: 951,668 shares 951,668 $13.6M 0.02% +131,919 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 228,543 shares; 2025Q1: 253,802 shares; 2025Q2: 260,364 shares; 2025Q3: 278,456 shares; 2025Q4: 264,186 shares 264,186 $13.6M 0.02% -14,270 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,883,137 shares; 2024Q4: 2,936,714 shares; 2025Q1: 3,049,401 shares; 2025Q2: 3,160,744 shares; 2025Q3: 3,108,227 shares; 2025Q4: 588,408 shares 588,408 $13.5M 0.02% -2,519,819 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,904 shares; 2024Q4: 145,965 shares; 2025Q1: 141,181 shares; 2025Q2: 142,651 shares; 2025Q3: 142,656 shares; 2025Q4: 219,351 shares 219,351 $13.5M 0.02% +76,695 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218,257 shares; 2025Q4: 218,257 shares 218,257 $13.4M 0.02% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,771 shares; 2025Q1: 27,375 shares; 2025Q2: 26,829 shares; 2025Q3: 336,502 shares; 2025Q4: 348,853 shares 348,853 $13.4M 0.02% +12,351 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 389,356 shares; 2024Q4: 387,108 shares; 2025Q1: 372,945 shares; 2025Q2: 313,023 shares; 2025Q3: 307,846 shares; 2025Q4: 267,512 shares 267,512 $13.3M 0.02% -40,334 Timeline SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 808,810 shares 808,810 $13.3M 0.02% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,660 shares; 2024Q4: 66,952 shares; 2025Q1: 65,035 shares; 2025Q2: 84,849 shares; 2025Q3: 89,261 shares; 2025Q4: 93,665 shares 93,665 $13.3M 0.02% +4,404 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,884 shares; 2024Q4: 6,862 shares; 2025Q1: 12,597 shares; 2025Q2: 11,067 shares; 2025Q3: 37,360 shares; 2025Q4: 226,176 shares 226,176 $13.3M 0.02% +188,816 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,510 shares; 2024Q4: 26,847 shares; 2025Q1: 27,817 shares; 2025Q2: 28,863 shares; 2025Q3: 29,525 shares; 2025Q4: 31,988 shares 31,988 $13.2M 0.02% +2,463 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 460,677 shares; 2024Q4: 64,791 shares; 2025Q1: 62,685 shares; 2025Q2: 67,401 shares; 2025Q3: 68,756 shares; 2025Q4: 67,670 shares 67,670 $13.2M 0.01% -1,086 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 289,744 shares 289,744 $13.1M 0.01% new Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,664 shares; 2024Q4: 282,674 shares; 2025Q1: 281,896 shares; 2025Q2: 299,625 shares; 2025Q3: 305,549 shares; 2025Q4: 303,178 shares 303,178 $13.1M 0.01% -2,371 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,147 shares; 2024Q4: 33,925 shares; 2025Q1: 40,038 shares; 2025Q2: 38,781 shares; 2025Q3: 31,743 shares; 2025Q4: 209,380 shares 209,380 $13.1M 0.01% +177,637 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,410 shares; 2024Q4: 187,902 shares; 2025Q1: 171,908 shares; 2025Q2: 175,629 shares; 2025Q3: 187,029 shares; 2025Q4: 184,075 shares 184,075 $13M 0.01% -2,954 Timeline SUMMIT HOTEL PPTYS SUMMIT HOTEL PPTYS More: the full row for SUMMIT HOTEL PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 15,000 shares; 2025Q4: 13,034,000 shares 13,034,000 $12.9M 0.01% +13,019,000 AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,389 shares; 2025Q1: 8,497 shares; 2025Q2: 8,168 shares; 2025Q3: 483,996 shares; 2025Q4: 495,337 shares 495,337 $12.9M 0.01% +11,341 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,499 shares; 2024Q4: 97,519 shares; 2025Q1: 107,196 shares; 2025Q2: 106,495 shares; 2025Q3: 153,188 shares; 2025Q4: 221,964 shares 221,964 $12.9M 0.01% +68,776 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 2,307 shares; 2025Q1: 2,529 shares; 2025Q2: 68,231 shares; 2025Q3: 71,131 shares; 2025Q4: 140,808 shares 140,808 $12.8M 0.01% +69,677 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,977 shares; 2024Q4: 533,695 shares; 2025Q1: 444,307 shares; 2025Q2: 443,123 shares; 2025Q3: 462,476 shares; 2025Q4: 496,040 shares 496,040 $12.8M 0.01% +33,564 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,021 shares; 2024Q4: 101,595 shares; 2025Q1: 76,650 shares; 2025Q2: 76,510 shares; 2025Q3: 75,660 shares; 2025Q4: 114,546 shares 114,546 $12.8M 0.01% +38,886 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,845 shares; 2025Q2: 2,723 shares; 2025Q3: 114,612 shares; 2025Q4: 119,945 shares 119,945 $12.8M 0.01% +5,333 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,383 shares; 2025Q1: 49,923 shares; 2025Q2: 67,225 shares; 2025Q3: 82,100 shares; 2025Q4: 105,830 shares 105,830 $12.8M 0.01% +23,730 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 463,832 shares 463,832 $12.8M 0.01% new Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552,641 shares; 2024Q4: 583,902 shares; 2025Q1: 496,743 shares; 2025Q2: 507,778 shares; 2025Q3: 522,196 shares; 2025Q4: 645,845 shares 645,845 $12.7M 0.01% +123,649 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,894 shares; 2024Q4: 106,264 shares; 2025Q1: 95,452 shares; 2025Q2: 61,587 shares; 2025Q3: 81,435 shares; 2025Q4: 146,799 shares 146,799 $12.7M 0.01% +65,364 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,941 shares; 2024Q4: 43,969 shares; 2025Q1: 40,994 shares; 2025Q2: 123,948 shares; 2025Q3: 56,597 shares; 2025Q4: 114,799 shares 114,799 $12.7M 0.01% +58,202 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 980,837 shares 980,837 $12.6M 0.01% new Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,281 shares; 2024Q4: 670,145 shares; 2025Q1: 657,213 shares; 2025Q2: 657,323 shares; 2025Q3: 632,473 shares; 2025Q4: 701,301 shares 701,301 $12.6M 0.01% +68,828 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,652 shares; 2024Q4: 225,638 shares; 2025Q1: 194,118 shares; 2025Q2: 94,724 shares; 2025Q3: 95,747 shares; 2025Q4: 99,358 shares 99,358 $12.6M 0.01% +3,611 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,638 shares; 2025Q1: 4,967 shares; 2025Q2: 19,377 shares; 2025Q3: 20,761 shares; 2025Q4: 55,149 shares 55,149 $12.6M 0.01% +34,388 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,716 shares; 2024Q4: 1,423 shares; 2025Q1: 1,301 shares; 2025Q2: 1,440 shares; 2025Q3: 11,873 shares; 2025Q4: 13,852 shares 13,852 $12.6M 0.01% +1,979 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,473 shares; 2024Q4: 177,255 shares; 2025Q1: 252,586 shares; 2025Q2: 247,769 shares; 2025Q3: 252,622 shares; 2025Q4: 282,459 shares 282,459 $12.5M 0.01% +29,837 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,854 shares; 2025Q1: 10,995 shares; 2025Q2: not reported; 2025Q3: 1,147,611 shares; 2025Q4: 1,256,413 shares 1,256,413 $12.4M 0.01% +108,802 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,325 shares; 2024Q4: 23,823 shares; 2025Q1: 22,320 shares; 2025Q2: 23,077 shares; 2025Q3: 37,203 shares; 2025Q4: 45,101 shares 45,101 $12.4M 0.01% +7,898 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 345,605 shares; 2025Q1: 348,193 shares; 2025Q2: 364,722 shares; 2025Q3: 369,169 shares; 2025Q4: 380,629 shares 380,629 $12.4M 0.01% +11,460 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,264 shares; 2024Q4: 38,335 shares; 2025Q1: 40,074 shares; 2025Q2: 53,174 shares; 2025Q3: 615,737 shares; 2025Q4: 596,329 shares 596,329 $12.3M 0.01% -19,408 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,470 shares; 2024Q4: 17,094 shares; 2025Q1: 16,740 shares; 2025Q2: 21,081 shares; 2025Q3: 35,289 shares; 2025Q4: 337,051 shares 337,051 $12.3M 0.01% +301,762 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,337,065 shares; 2024Q4: 1,378,438 shares; 2025Q1: 1,372,366 shares; 2025Q2: 1,373,619 shares; 2025Q3: 1,385,566 shares; 2025Q4: 627,991 shares 627,991 $12.3M 0.01% -757,575 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 304,002 shares; 2025Q2: 307,010 shares; 2025Q3: 332,125 shares; 2025Q4: 279,529 shares 279,529 $12.2M 0.01% -52,596 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,425 shares; 2025Q4: 82,850 shares 82,850 $12.2M 0.01% +79,425 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,093 shares; 2024Q4: 479,789 shares; 2025Q1: 509,473 shares; 2025Q2: 494,096 shares; 2025Q3: 525,381 shares; 2025Q4: 531,124 shares 531,124 $12.1M 0.01% +5,743 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,793 shares; 2024Q4: 20,367 shares; 2025Q1: 22,347 shares; 2025Q2: 19,126 shares; 2025Q3: 27,999 shares; 2025Q4: 442,232 shares 442,232 $12M 0.01% +414,233 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 241,688 shares; 2024Q4: 240,867 shares; 2025Q1: 242,516 shares; 2025Q2: 243,391 shares; 2025Q3: 240,866 shares; 2025Q4: 235,200 shares 235,200 $12M 0.01% -5,666 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,083 shares; 2024Q4: 58,233 shares; 2025Q1: 69,945 shares; 2025Q2: 108,681 shares; 2025Q3: 123,128 shares; 2025Q4: 153,276 shares 153,276 $11.9M 0.01% +30,148 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,011 shares; 2025Q1: 68,485 shares; 2025Q2: 69,944 shares; 2025Q3: 79,523 shares; 2025Q4: 77,777 shares 77,777 $11.9M 0.01% -1,746 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 180,149 shares; 2025Q1: 216,832 shares; 2025Q2: 181,177 shares; 2025Q3: 114,003 shares; 2025Q4: 164,790 shares 164,790 $11.9M 0.01% +50,787 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,273 shares; 2024Q4: 11,298 shares; 2025Q1: 19,400 shares; 2025Q2: 16,536 shares; 2025Q3: 16,197 shares; 2025Q4: 257,505 shares 257,505 $11.9M 0.01% +241,308 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,838 shares; 2025Q1: not reported; 2025Q2: 8,213 shares; 2025Q3: 12,080 shares; 2025Q4: 176,957 shares 176,957 $11.9M 0.01% +164,877 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 90,224 shares; 2025Q1: 46,414 shares; 2025Q2: 45,345 shares; 2025Q3: 44,645 shares; 2025Q4: 49,037 shares 49,037 $11.8M 0.01% +4,392 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,520 shares; 2024Q4: 38,292 shares; 2025Q1: 34,150 shares; 2025Q2: 35,604 shares; 2025Q3: 35,616 shares; 2025Q4: 657,686 shares 657,686 $11.8M 0.01% +622,070 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,729 shares; 2024Q4: 32,376 shares; 2025Q1: 30,435 shares; 2025Q2: 32,166 shares; 2025Q3: 26,677 shares; 2025Q4: 36,439 shares 36,439 $11.8M 0.01% +9,762 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 247,249 shares 247,249 $11.8M 0.01% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,463 shares; 2024Q4: 63,523 shares; 2025Q1: 48,960 shares; 2025Q2: 52,198 shares; 2025Q3: 57,815 shares; 2025Q4: 93,028 shares 93,028 $11.7M 0.01% +35,213 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,301 shares; 2024Q4: 188,951 shares; 2025Q1: 183,585 shares; 2025Q2: 178,581 shares; 2025Q3: 178,766 shares; 2025Q4: 193,559 shares 193,559 $11.7M 0.01% +14,793 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 178,838 shares 178,838 $11.7M 0.01% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,307 shares; 2024Q4: 70,042 shares; 2025Q1: 79,640 shares; 2025Q2: 83,044 shares; 2025Q3: 102,195 shares; 2025Q4: 127,902 shares 127,902 $11.6M 0.01% +25,707 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 372,035 shares; 2025Q3: 397,709 shares; 2025Q4: 410,746 shares 410,746 $11.6M 0.01% +13,037 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,344 shares; 2024Q4: 67,523 shares; 2025Q1: 68,127 shares; 2025Q2: 72,139 shares; 2025Q3: 73,028 shares; 2025Q4: 80,350 shares 80,350 $11.6M 0.01% +7,322 Timeline LUMENTUM HLDGS INC LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,117,000 shares 3,117,000 $11.6M 0.01% new IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,954 shares; 2024Q4: 38,363 shares; 2025Q1: 43,232 shares; 2025Q2: 46,693 shares; 2025Q3: 63,016 shares; 2025Q4: 122,380 shares 122,380 $11.5M 0.01% +59,364 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,955 shares; 2024Q4: 34,306 shares; 2025Q1: 33,491 shares; 2025Q2: 36,619 shares; 2025Q3: 36,590 shares; 2025Q4: 292,652 shares 292,652 $11.4M 0.01% +256,062 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,271 shares; 2025Q1: not reported; 2025Q2: 6,696 shares; 2025Q3: 4,673 shares; 2025Q4: 80,924 shares 80,924 $11.4M 0.01% +76,251 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,350 shares; 2024Q4: 110,623 shares; 2025Q1: 114,480 shares; 2025Q2: 117,975 shares; 2025Q3: 122,131 shares; 2025Q4: 126,331 shares 126,331 $11.4M 0.01% +4,200 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,547 shares; 2024Q4: 38,119 shares; 2025Q1: 32,958 shares; 2025Q2: 30,694 shares; 2025Q3: 30,279 shares; 2025Q4: 94,563 shares 94,563 $11.4M 0.01% +64,284 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 6,483 shares; 2025Q1: 6,914 shares; 2025Q2: 11,894 shares; 2025Q3: 8,168 shares; 2025Q4: 109,187 shares 109,187 $11.3M 0.01% +101,019 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,743 shares; 2024Q4: 268,342 shares; 2025Q1: 182,681 shares; 2025Q2: 173,103 shares; 2025Q3: 161,430 shares; 2025Q4: 182,502 shares 182,502 $11.3M 0.01% +21,072 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,053 shares; 2024Q4: 30,884 shares; 2025Q1: 29,264 shares; 2025Q2: 32,503 shares; 2025Q3: 30,596 shares; 2025Q4: 195,280 shares 195,280 $11.2M 0.01% +164,684 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,339 shares; 2025Q1: 51,574 shares; 2025Q2: 112,239 shares; 2025Q3: 114,016 shares; 2025Q4: 116,903 shares 116,903 $11.1M 0.01% +2,887 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,484 shares; 2024Q4: 304,591 shares; 2025Q1: 299,097 shares; 2025Q2: 306,913 shares; 2025Q3: 342,223 shares; 2025Q4: 356,961 shares 356,961 $11.1M 0.01% +14,738 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,123 shares; 2024Q4: 204,439 shares; 2025Q1: 204,227 shares; 2025Q2: 204,363 shares; 2025Q3: 198,172 shares; 2025Q4: 187,214 shares 187,214 $11M 0.01% -10,958 Timeline CGV TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 591,246 shares; 2024Q4: 605,277 shares; 2025Q1: 706,088 shares; 2025Q2: 720,389 shares; 2025Q3: 737,364 shares; 2025Q4: 744,592 shares 744,592 $11M 0.01% +7,228 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,619 shares; 2024Q4: 101,250 shares; 2025Q1: 96,963 shares; 2025Q2: 97,332 shares; 2025Q3: 95,233 shares; 2025Q4: 99,044 shares 99,044 $10.9M 0.01% +3,811 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,322 shares; 2024Q4: 113,373 shares; 2025Q1: 112,811 shares; 2025Q2: 114,256 shares; 2025Q3: 115,184 shares; 2025Q4: 118,999 shares 118,999 $10.9M 0.01% +3,815 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,458 shares; 2024Q4: 27,505 shares; 2025Q1: 24,005 shares; 2025Q2: 24,220 shares; 2025Q3: 23,372 shares; 2025Q4: 102,037 shares 102,037 $10.9M 0.01% +78,665 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,275 shares; 2024Q4: 4,850 shares; 2025Q1: 3,138 shares; 2025Q2: 4,294 shares; 2025Q3: 2,145 shares; 2025Q4: 41,584 shares 41,584 $10.9M 0.01% +39,439 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,091 shares; 2024Q4: 38,794 shares; 2025Q1: 19,979 shares; 2025Q2: 21,325 shares; 2025Q3: 40,593 shares; 2025Q4: 34,486 shares 34,486 $10.8M 0.01% -6,107 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,888 shares; 2025Q1: 5,718 shares; 2025Q2: 6,040 shares; 2025Q3: 4,661 shares; 2025Q4: 123,907 shares 123,907 $10.8M 0.01% +119,246 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,846 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,952 shares; 2025Q3: 8,611 shares; 2025Q4: 100,244 shares 100,244 $10.7M 0.01% +91,633 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,605 shares; 2024Q4: 26,025 shares; 2025Q1: 25,939 shares; 2025Q2: 24,508 shares; 2025Q3: 37,330 shares; 2025Q4: 183,684 shares 183,684 $10.7M 0.01% +146,354 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,031 shares; 2025Q1: 18,324 shares; 2025Q2: 20,024 shares; 2025Q3: 27,971 shares; 2025Q4: 27,222 shares 27,222 $10.6M 0.01% -749 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771,358 shares; 2024Q4: 31,164 shares; 2025Q1: 29,997 shares; 2025Q2: 31,925 shares; 2025Q3: 29,606 shares; 2025Q4: 70,122 shares 70,122 $10.6M 0.01% +40,516 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 155,681 shares; 2025Q1: 168,136 shares; 2025Q2: 205,583 shares; 2025Q3: 215,000 shares; 2025Q4: 235,566 shares 235,566 $10.6M 0.01% +20,566 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,352 shares; 2024Q4: 64,809 shares; 2025Q1: 68,704 shares; 2025Q2: 67,512 shares; 2025Q3: 69,477 shares; 2025Q4: 185,864 shares 185,864 $10.5M 0.01% +116,387 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,875 shares; 2024Q4: 15,423 shares; 2025Q1: 17,351 shares; 2025Q2: 18,938 shares; 2025Q3: 24,495 shares; 2025Q4: 51,110 shares 51,110 $10.5M 0.01% +26,615 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,845 shares; 2024Q4: 26,037 shares; 2025Q1: 26,576 shares; 2025Q2: 26,801 shares; 2025Q3: 32,611 shares; 2025Q4: 43,119 shares 43,119 $10.5M 0.01% +10,508 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,044 shares; 2024Q4: 4,843 shares; 2025Q1: 4,839 shares; 2025Q2: 33,227 shares; 2025Q3: 31,726 shares; 2025Q4: 57,939 shares 57,939 $10.3M 0.01% +26,213 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,119 shares; 2024Q4: 243,592 shares; 2025Q1: 242,575 shares; 2025Q2: 243,059 shares; 2025Q3: 261,372 shares; 2025Q4: 297,070 shares 297,070 $10.3M 0.01% +35,698 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 205,480 shares 205,480 $10.2M 0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,771 shares; 2024Q4: 34,386 shares; 2025Q1: 35,967 shares; 2025Q2: 38,084 shares; 2025Q3: 58,219 shares; 2025Q4: 116,743 shares 116,743 $10.2M 0.01% +58,524 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,529 shares; 2025Q3: 533,557 shares; 2025Q4: 527,781 shares 527,781 $10.2M 0.01% -5,776 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,390 shares; 2024Q4: 438,612 shares; 2025Q1: 368,998 shares; 2025Q2: 117,260 shares; 2025Q3: 109,285 shares; 2025Q4: 151,171 shares 151,171 $10.2M 0.01% +41,886 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,677 shares; 2024Q4: 401,616 shares; 2025Q1: 278,942 shares; 2025Q2: 207,061 shares; 2025Q3: 200,593 shares; 2025Q4: 201,764 shares 201,764 $10.2M 0.01% +1,171 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,843 shares; 2024Q4: 66,218 shares; 2025Q1: 73,832 shares; 2025Q2: 69,394 shares; 2025Q3: 73,384 shares; 2025Q4: 74,591 shares 74,591 $10.1M 0.01% +1,207 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,013 shares; 2024Q4: 138,877 shares; 2025Q1: 137,698 shares; 2025Q2: 139,516 shares; 2025Q3: 168,084 shares; 2025Q4: 168,678 shares 168,678 $10.1M 0.01% +594 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,230 shares; 2024Q4: 55,042 shares; 2025Q1: 59,608 shares; 2025Q2: 60,684 shares; 2025Q3: 61,087 shares; 2025Q4: 73,725 shares 73,725 $10M 0.01% +12,638 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,846 shares; 2024Q4: 4,080 shares; 2025Q1: 4,814 shares; 2025Q2: 10,227 shares; 2025Q3: 13,776 shares; 2025Q4: 114,907 shares 114,907 $10M 0.01% +101,131 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 141,348 shares 141,348 $10M 0.01% new Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,658 shares; 2024Q4: 51,078 shares; 2025Q1: 50,391 shares; 2025Q2: 57,177 shares; 2025Q3: 65,822 shares; 2025Q4: 69,934 shares 69,934 $9.92M 0.01% +4,112 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,395 shares; 2024Q4: 76,336 shares; 2025Q1: 71,561 shares; 2025Q2: 96,346 shares; 2025Q3: 146,892 shares; 2025Q4: 210,459 shares 210,459 $9.86M 0.01% +63,567 Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,127 shares; 2025Q2: 149,687 shares; 2025Q3: 157,498 shares; 2025Q4: 151,473 shares 151,473 $9.84M 0.01% -6,025 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 159,776 shares; 2025Q3: 159,697 shares; 2025Q4: 160,785 shares 160,785 $9.78M 0.01% +1,088 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,562 shares; 2024Q4: 10,403 shares; 2025Q1: 12,517 shares; 2025Q2: 13,820 shares; 2025Q3: 13,205 shares; 2025Q4: 83,354 shares 83,354 $9.78M 0.01% +70,149 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,102 shares; 2024Q4: 61,520 shares; 2025Q1: 62,303 shares; 2025Q2: 213,454 shares; 2025Q3: 208,914 shares; 2025Q4: 130,137 shares 130,137 $9.77M 0.01% -78,777 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,965 shares; 2024Q4: 370,885 shares; 2025Q1: 380,115 shares; 2025Q2: 395,585 shares; 2025Q3: 422,601 shares; 2025Q4: 471,505 shares 471,505 $9.71M 0.01% +48,904 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,972 shares; 2024Q4: 5,029 shares; 2025Q1: 5,762 shares; 2025Q2: 8,651 shares; 2025Q3: 12,628 shares; 2025Q4: 41,474 shares 41,474 $9.7M 0.01% +28,846 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,137 shares; 2024Q4: 150,734 shares; 2025Q1: 162,446 shares; 2025Q2: 176,718 shares; 2025Q3: 190,285 shares; 2025Q4: 265,669 shares 265,669 $9.69M 0.01% +75,384 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,244 shares; 2024Q4: 55,878 shares; 2025Q1: 55,398 shares; 2025Q2: 50,375 shares; 2025Q3: 46,214 shares; 2025Q4: 78,175 shares 78,175 $9.68M 0.01% +31,961 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,714 shares; 2025Q1: 62,903 shares; 2025Q2: 85,818 shares; 2025Q3: 83,638 shares; 2025Q4: 86,143 shares 86,143 $9.68M 0.01% +2,505 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,541 shares; 2024Q4: 13,611 shares; 2025Q1: 12,801 shares; 2025Q2: 14,253 shares; 2025Q3: 90,326 shares; 2025Q4: 104,641 shares 104,641 $9.67M 0.01% +14,315 Timeline JPMORGAN CHASE & CO JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $9.67M 0.01% 0 MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,697 shares; 2024Q4: 4,042 shares; 2025Q1: 4,236 shares; 2025Q2: 4,550 shares; 2025Q3: 4,790 shares; 2025Q4: 15,511 shares 15,511 $9.67M 0.01% +10,721 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,340 shares; 2024Q4: 75,308 shares; 2025Q1: 79,217 shares; 2025Q2: 80,646 shares; 2025Q3: 105,190 shares; 2025Q4: 127,910 shares 127,910 $9.63M 0.01% +22,720 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,320 shares; 2024Q4: 97,336 shares; 2025Q1: 96,824 shares; 2025Q2: 87,703 shares; 2025Q3: 80,464 shares; 2025Q4: 92,039 shares 92,039 $9.58M 0.01% +11,575 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 146,024 shares 146,024 $9.55M 0.01% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,430 shares; 2024Q4: 58,131 shares; 2025Q1: 28,372 shares; 2025Q2: 27,613 shares; 2025Q3: 43,095 shares; 2025Q4: 92,047 shares 92,047 $9.53M 0.01% +48,952 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,038 shares; 2024Q4: 45,707 shares; 2025Q1: 45,175 shares; 2025Q2: 46,141 shares; 2025Q3: 67,271 shares; 2025Q4: 82,797 shares 82,797 $9.53M 0.01% +15,526 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,261 shares; 2024Q4: not reported; 2025Q1: 41,258 shares; 2025Q2: 37,793 shares; 2025Q3: 54,095 shares; 2025Q4: 716,977 shares 716,977 $9.52M 0.01% +662,882 Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,226 shares; 2024Q4: 744,671 shares; 2025Q1: 732,398 shares; 2025Q2: 738,324 shares; 2025Q3: 743,324 shares; 2025Q4: 578,296 shares 578,296 $9.5M 0.01% -165,028 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 119,892 shares; 2025Q1: 122,995 shares; 2025Q2: 143,757 shares; 2025Q3: 147,592 shares; 2025Q4: 156,273 shares 156,273 $9.49M 0.01% +8,681 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,784 shares; 2024Q4: 18,951 shares; 2025Q1: 18,675 shares; 2025Q2: 13,467 shares; 2025Q3: 13,037 shares; 2025Q4: 17,056 shares 17,056 $9.43M 0.01% +4,019 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,112 shares; 2024Q4: 30,964 shares; 2025Q1: 43,712 shares; 2025Q2: 48,462 shares; 2025Q3: 48,556 shares; 2025Q4: 245,604 shares 245,604 $9.41M 0.01% +197,048 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,499 shares; 2024Q4: 23,089 shares; 2025Q1: 42,270 shares; 2025Q2: 36,561 shares; 2025Q3: 90,261 shares; 2025Q4: 228,503 shares 228,503 $9.4M 0.01% +138,242 Timeline GDYN GRID DYNAMICS HLDGS INC More: the full row for GRID DYNAMICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,036,542 shares; 2025Q1: 1,036,553 shares; 2025Q2: 1,036,566 shares; 2025Q3: 1,036,769 shares; 2025Q4: 1,038,284 shares 1,038,284 $9.38M 0.01% +1,515 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,243 shares; 2024Q4: 54,909 shares; 2025Q1: 37,758 shares; 2025Q2: 35,898 shares; 2025Q3: 33,452 shares; 2025Q4: 42,866 shares 42,866 $9.31M 0.01% +9,414 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,349 shares; 2024Q4: 144,800 shares; 2025Q1: 144,780 shares; 2025Q2: 232,725 shares; 2025Q3: 255,222 shares; 2025Q4: 270,266 shares 270,266 $9.25M 0.01% +15,044 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73,293 shares 73,293 $9.23M 0.01% new Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,975 shares; 2025Q2: 29,185 shares; 2025Q3: 29,917 shares; 2025Q4: 29,426 shares 29,426 $9.22M 0.01% -491 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,002,917 shares 1,002,917 $9.21M 0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,971 shares; 2024Q4: 9,226 shares; 2025Q1: 5,946 shares; 2025Q2: 5,367 shares; 2025Q3: 9,152 shares; 2025Q4: 11,906 shares 11,906 $9.19M 0.01% +2,754 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,474 shares; 2024Q4: 37,634 shares; 2025Q1: 45,862 shares; 2025Q2: 54,736 shares; 2025Q3: 55,674 shares; 2025Q4: 132,348 shares 132,348 $9.17M 0.01% +76,674 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,442 shares; 2024Q4: 100,705 shares; 2025Q1: 166,043 shares; 2025Q2: 69,214 shares; 2025Q3: 131,405 shares; 2025Q4: 104,903 shares 104,903 $9.15M 0.01% -26,502 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,898 shares; 2025Q1: 7,637 shares; 2025Q2: 165,319 shares; 2025Q3: 44,860 shares; 2025Q4: 210,489 shares 210,489 $9.12M 0.01% +165,629 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,150 shares; 2024Q4: 57,927 shares; 2025Q1: 99,990 shares; 2025Q2: 112,665 shares; 2025Q3: 127,519 shares; 2025Q4: 196,975 shares 196,975 $9.12M 0.01% +69,456 Timeline NVIDIA CORPORATION NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,500 shares; 2025Q2: 20,800 shares; 2025Q3: 10,800 shares; 2025Q4: 48,800 shares 48,800 $9.1M 0.01% +38,000 AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,853 shares; 2024Q4: 52,804 shares; 2025Q1: 46,248 shares; 2025Q2: 49,055 shares; 2025Q3: 50,940 shares; 2025Q4: 53,460 shares 53,460 $9.06M 0.01% +2,520 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 343,615 shares 343,615 $9.06M 0.01% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,003 shares; 2024Q4: 47,665 shares; 2025Q1: 50,552 shares; 2025Q2: 50,838 shares; 2025Q3: 51,787 shares; 2025Q4: 60,578 shares 60,578 $9.02M 0.01% +8,791 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,054 shares; 2025Q1: not reported; 2025Q2: 6,587 shares; 2025Q3: 2,639 shares; 2025Q4: 124,901 shares 124,901 $9.01M 0.01% +122,262 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,641 shares; 2024Q4: 7,783 shares; 2025Q1: 6,450 shares; 2025Q2: 17,579 shares; 2025Q3: 26,115 shares; 2025Q4: 68,523 shares 68,523 $8.99M 0.01% +42,408 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 741,000 shares; 2024Q4: 504,991 shares; 2025Q1: 201,753 shares; 2025Q2: 104,595 shares; 2025Q3: 115,793 shares; 2025Q4: 125,059 shares 125,059 $8.98M 0.01% +9,266 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183,733 shares; 2024Q4: 184,176 shares; 2025Q1: 181,873 shares; 2025Q2: 178,915 shares; 2025Q3: 179,487 shares; 2025Q4: 179,348 shares 179,348 $8.97M 0.01% -139 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,857 shares; 2024Q4: 237,298 shares; 2025Q1: 249,725 shares; 2025Q2: 263,332 shares; 2025Q3: 275,826 shares; 2025Q4: 285,150 shares 285,150 $8.95M 0.01% +9,324 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,984 shares; 2024Q4: 119,165 shares; 2025Q1: 108,952 shares; 2025Q2: 103,517 shares; 2025Q3: 211,403 shares; 2025Q4: 210,010 shares 210,010 $8.94M 0.01% -1,393 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,475 shares; 2024Q4: 10,887 shares; 2025Q1: 12,672 shares; 2025Q2: 13,208 shares; 2025Q3: 17,273 shares; 2025Q4: 22,799 shares 22,799 $8.92M 0.01% +5,526 Timeline EINC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,801 shares; 2024Q4: 106,540 shares; 2025Q1: 99,149 shares; 2025Q2: 98,642 shares; 2025Q3: 95,513 shares; 2025Q4: 92,594 shares 92,594 $8.91M 0.01% -2,919 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,500 shares; 2025Q3: 127,187 shares; 2025Q4: 128,152 shares 128,152 $8.91M 0.01% +965 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,818 shares; 2024Q4: 21,365 shares; 2025Q1: 21,787 shares; 2025Q2: 23,120 shares; 2025Q3: 25,663 shares; 2025Q4: 26,063 shares 26,063 $8.87M 0.01% +400 Timeline ALPHABET INC ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,600 shares; 2025Q2: 4,600 shares; 2025Q3: 9,400 shares; 2025Q4: 28,100 shares 28,100 $8.82M 0.01% +18,700 HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,176 shares; 2024Q4: not reported; 2025Q1: 4,744 shares; 2025Q2: 7,590 shares; 2025Q3: 13,064 shares; 2025Q4: 107,539 shares 107,539 $8.81M 0.01% +94,475 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,951 shares; 2024Q4: 79,644 shares; 2025Q1: 82,738 shares; 2025Q2: 89,776 shares; 2025Q3: 100,591 shares; 2025Q4: 562,049 shares 562,049 $8.76M 0.01% +461,458 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 344,939 shares 344,939 $8.73M 0.01% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,853 shares; 2024Q4: 20,769 shares; 2025Q1: 20,781 shares; 2025Q2: 21,029 shares; 2025Q3: 21,329 shares; 2025Q4: 25,872 shares 25,872 $8.71M 0.01% +4,543 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,107 shares; 2024Q4: 20,003 shares; 2025Q1: 24,558 shares; 2025Q2: 23,247 shares; 2025Q3: 24,889 shares; 2025Q4: 34,605 shares 34,605 $8.69M 0.01% +9,716 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,829 shares; 2024Q4: 31,381 shares; 2025Q1: 29,967 shares; 2025Q2: 31,083 shares; 2025Q3: 15,858 shares; 2025Q4: 194,212 shares 194,212 $8.68M 0.01% +178,354 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,406 shares; 2024Q4: 60,771 shares; 2025Q1: 66,970 shares; 2025Q2: 66,657 shares; 2025Q3: 68,436 shares; 2025Q4: 129,266 shares 129,266 $8.67M 0.01% +60,830 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,025 shares; 2024Q4: 32,652 shares; 2025Q1: 32,276 shares; 2025Q2: 32,723 shares; 2025Q3: 36,137 shares; 2025Q4: 38,276 shares 38,276 $8.66M 0.01% +2,139 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,958 shares; 2024Q4: 345,351 shares; 2025Q1: 350,153 shares; 2025Q2: 243,111 shares; 2025Q3: 281,472 shares; 2025Q4: 337,558 shares 337,558 $8.59M 0.01% +56,086 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,242 shares; 2024Q4: 96,858 shares; 2025Q1: 75,183 shares; 2025Q2: 77,687 shares; 2025Q3: 54,096 shares; 2025Q4: 356,370 shares 356,370 $8.56M 0.01% +302,274 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,593 shares; 2024Q4: 48,509 shares; 2025Q1: 180,886 shares; 2025Q2: 195,109 shares; 2025Q3: 177,811 shares; 2025Q4: 123,705 shares 123,705 $8.52M 0.01% -54,106 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 10,876 shares; 2025Q1: 10,954 shares; 2025Q2: 17,568 shares; 2025Q3: 65,241 shares; 2025Q4: 160,144 shares 160,144 $8.46M 0.01% +94,903 Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,020,851 shares 1,020,851 $8.42M 0.01% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,588 shares; 2025Q4: 22,842 shares 22,842 $8.42M 0.01% +21,254 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,506 shares; 2024Q4: 80,555 shares; 2025Q1: 120,815 shares; 2025Q2: 132,643 shares; 2025Q3: 123,093 shares; 2025Q4: 123,899 shares 123,899 $8.34M 0.01% +806 Timeline IONIS PHARMACEUTICALS INC IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,283,000 shares 5,283,000 $8.34M 0.01% new BHE BENCHMARK ELECTRS INC More: the full row for BENCHMARK ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 194,389 shares 194,389 $8.31M 0.01% new Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116,719 shares; 2025Q1: 114,559 shares; 2025Q2: 105,622 shares; 2025Q3: 109,490 shares; 2025Q4: 121,673 shares 121,673 $8.29M 0.01% +12,183 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,609 shares; 2024Q4: 137,496 shares; 2025Q1: 140,174 shares; 2025Q2: 137,286 shares; 2025Q3: 153,492 shares; 2025Q4: 339,760 shares 339,760 $8.28M 0.01% +186,268 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,428 shares; 2025Q1: 6,591 shares; 2025Q2: 13,209 shares; 2025Q3: 19,731 shares; 2025Q4: 169,182 shares 169,182 $8.28M 0.01% +149,451 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,827 shares; 2024Q4: 152,791 shares; 2025Q1: 69,888 shares; 2025Q2: 70,660 shares; 2025Q3: 80,546 shares; 2025Q4: 106,552 shares 106,552 $8.28M 0.01% +26,006 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,540 shares; 2024Q4: 25,259 shares; 2025Q1: 29,052 shares; 2025Q2: 33,066 shares; 2025Q3: 34,299 shares; 2025Q4: 69,583 shares 69,583 $8.26M 0.01% +35,284 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,166 shares; 2024Q4: 142,669 shares; 2025Q1: 138,669 shares; 2025Q2: 131,662 shares; 2025Q3: 130,562 shares; 2025Q4: 120,366 shares 120,366 $8.19M 0.01% -10,196 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,276 shares; 2024Q4: 39,986 shares; 2025Q1: 44,766 shares; 2025Q2: 39,236 shares; 2025Q3: 34,478 shares; 2025Q4: 47,591 shares 47,591 $8.15M 0.01% +13,113 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,532 shares; 2024Q4: 55,298 shares; 2025Q1: 53,301 shares; 2025Q2: 54,563 shares; 2025Q3: 53,341 shares; 2025Q4: 57,090 shares 57,090 $8.14M 0.01% +3,749 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 225,243 shares; 2024Q4: 270,972 shares; 2025Q1: 274,387 shares; 2025Q2: 273,814 shares; 2025Q3: 283,504 shares; 2025Q4: 324,202 shares 324,202 $8.07M 0.01% +40,698 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,416 shares; 2024Q4: 17,916 shares; 2025Q1: 17,109 shares; 2025Q2: 17,388 shares; 2025Q3: 16,649 shares; 2025Q4: 43,810 shares 43,810 $8.06M 0.01% +27,161 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,554 shares; 2024Q4: 56,262 shares; 2025Q1: 55,342 shares; 2025Q2: 55,314 shares; 2025Q3: 55,830 shares; 2025Q4: 80,871 shares 80,871 $8.04M 0.01% +25,041 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,443 shares; 2024Q4: 66,730 shares; 2025Q1: 65,871 shares; 2025Q2: 66,241 shares; 2025Q3: 65,078 shares; 2025Q4: 65,834 shares 65,834 $8.03M 0.01% +756 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,233 shares; 2024Q4: 24,392 shares; 2025Q1: 25,447 shares; 2025Q2: 74,990 shares; 2025Q3: 77,270 shares; 2025Q4: 92,083 shares 92,083 $8.02M 0.01% +14,813 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,230 shares; 2024Q4: 30,561 shares; 2025Q1: 34,920 shares; 2025Q2: 32,058 shares; 2025Q3: 46,119 shares; 2025Q4: 49,575 shares 49,575 $8M 0.01% +3,456 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 726,961 shares 726,961 $7.99M 0.01% new Timeline APPLE INC APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,900 shares; 2025Q2: 75,300 shares; 2025Q3: 85,800 shares; 2025Q4: 29,300 shares 29,300 $7.97M 0.01% -56,500 WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 8,743 shares; 2025Q1: not reported; 2025Q2: 17,321 shares; 2025Q3: 23,863 shares; 2025Q4: 46,109 shares 46,109 $7.94M 0.01% +22,246 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,322 shares; 2024Q4: 264,572 shares; 2025Q1: 275,698 shares; 2025Q2: 286,944 shares; 2025Q3: 313,690 shares; 2025Q4: 476,492 shares 476,492 $7.91M 0.01% +162,802 Timeline UVXY PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 220,221 shares 220,221 $7.91M 0.01% new Timeline UTZ UTZ BRANDS INC More: the full row for UTZ BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595,501 shares; 2024Q4: 594,260 shares; 2025Q1: 596,881 shares; 2025Q2: 629,360 shares; 2025Q3: 655,821 shares; 2025Q4: 655,582 shares 655,582 $7.91M 0.01% -239 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,823 shares; 2025Q1: not reported; 2025Q2: 13,031 shares; 2025Q3: 21,575 shares; 2025Q4: 156,637 shares 156,637 $7.87M 0.01% +135,062 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,869 shares; 2024Q4: 19,122 shares; 2025Q1: 35,547 shares; 2025Q2: 81,736 shares; 2025Q3: 90,889 shares; 2025Q4: 95,851 shares 95,851 $7.82M 0.01% +4,962 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 424 shares; 2025Q1: 602 shares; 2025Q2: 654 shares; 2025Q3: 1,032 shares; 2025Q4: 3,875 shares 3,875 $7.81M 0.01% +2,843 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,739 shares; 2024Q4: 12,208 shares; 2025Q1: not reported; 2025Q2: 8,292 shares; 2025Q3: 7,396 shares; 2025Q4: 247,662 shares 247,662 $7.78M 0.01% +240,266 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,549 shares; 2024Q4: 188,945 shares; 2025Q1: 219,828 shares; 2025Q2: 202,259 shares; 2025Q3: 242,649 shares; 2025Q4: 309,545 shares 309,545 $7.76M 0.01% +66,896 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 4,205 shares; 2025Q1: 4,061 shares; 2025Q2: 7,389 shares; 2025Q3: 6,380 shares; 2025Q4: 183,338 shares 183,338 $7.75M 0.01% +176,958 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 117,344 shares; 2025Q1: 108,897 shares; 2025Q2: 55,374 shares; 2025Q3: 53,673 shares; 2025Q4: 57,196 shares 57,196 $7.72M 0.01% +3,523 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,717 shares; 2025Q1: 17,888 shares; 2025Q2: 41,479 shares; 2025Q3: 39,193 shares; 2025Q4: 100,484 shares 100,484 $7.7M 0.01% +61,291 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,842 shares; 2024Q4: 148,719 shares; 2025Q1: 11,913 shares; 2025Q2: 9,996 shares; 2025Q3: 8,389 shares; 2025Q4: 56,515 shares 56,515 $7.7M 0.01% +48,126 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,324,856 shares; 2024Q4: 1,564,568 shares; 2025Q1: 1,881,219 shares; 2025Q2: 2,086,199 shares; 2025Q3: 617,863 shares; 2025Q4: 446,324 shares 446,324 $7.69M 0.01% -171,539 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,902 shares; 2024Q4: 4,713 shares; 2025Q1: 4,687 shares; 2025Q2: 46,019 shares; 2025Q3: 59,857 shares; 2025Q4: 59,181 shares 59,181 $7.66M 0.01% -676 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,541 shares; 2024Q4: 84,418 shares; 2025Q1: 6,635 shares; 2025Q2: 68,880 shares; 2025Q3: 109,661 shares; 2025Q4: 72,155 shares 72,155 $7.64M 0.01% -37,506 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,680 shares; 2024Q4: 310,108 shares; 2025Q1: 308,729 shares; 2025Q2: 560,178 shares; 2025Q3: 342,905 shares; 2025Q4: 364,963 shares 364,963 $7.63M 0.01% +22,058 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,525 shares; 2024Q4: 130,004 shares; 2025Q1: 156,533 shares; 2025Q2: 139,920 shares; 2025Q3: 141,153 shares; 2025Q4: 129,735 shares 129,735 $7.61M 0.01% -11,418 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,430 shares; 2024Q4: 19,983 shares; 2025Q1: 19,775 shares; 2025Q2: 22,763 shares; 2025Q3: 28,987 shares; 2025Q4: 73,551 shares 73,551 $7.55M 0.01% +44,564 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,268 shares; 2024Q4: 6,237 shares; 2025Q1: 17,384 shares; 2025Q2: 22,546 shares; 2025Q3: 25,577 shares; 2025Q4: 35,594 shares 35,594 $7.53M 0.01% +10,017 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,494 shares; 2024Q4: 35,880 shares; 2025Q1: 36,186 shares; 2025Q2: 51,911 shares; 2025Q3: 61,763 shares; 2025Q4: 98,660 shares 98,660 $7.52M 0.01% +36,897 Timeline COHU COHU INC More: the full row for COHU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 318,671 shares 318,671 $7.42M 0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,848 shares; 2024Q4: 41,972 shares; 2025Q1: 52,045 shares; 2025Q2: 76,508 shares; 2025Q3: 57,962 shares; 2025Q4: 262,121 shares 262,121 $7.4M 0.01% +204,159 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97,821 shares 97,821 $7.39M 0.01% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,505 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,180 shares; 2025Q4: 146,697 shares 146,697 $7.38M 0.01% +120,517 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,699 shares; 2024Q4: 110,646 shares; 2025Q1: 108,783 shares; 2025Q2: 115,377 shares; 2025Q3: 139,341 shares; 2025Q4: 138,904 shares 138,904 $7.38M 0.01% -437 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 180,572 shares; 2025Q1: 177,228 shares; 2025Q2: 186,594 shares; 2025Q3: 186,594 shares; 2025Q4: 190,192 shares 190,192 $7.3M 0.01% +3,598 Timeline TSI TCW STRATEGIC INCOME FD INC More: the full row for TCW STRATEGIC INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,275 shares; 2025Q2: 10,275 shares; 2025Q3: not reported; 2025Q4: 1,468,362 shares 1,468,362 $7.26M 0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,716 shares; 2024Q4: 157,517 shares; 2025Q1: 158,578 shares; 2025Q2: 188,270 shares; 2025Q3: 222,373 shares; 2025Q4: 283,211 shares 283,211 $7.25M 0.01% +60,838 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,913 shares; 2024Q4: 24,079 shares; 2025Q1: 22,731 shares; 2025Q2: 23,317 shares; 2025Q3: 22,468 shares; 2025Q4: 148,850 shares 148,850 $7.23M 0.01% +126,382 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,073 shares; 2024Q4: 14,786 shares; 2025Q1: 17,993 shares; 2025Q2: 43,723 shares; 2025Q3: 43,682 shares; 2025Q4: 48,061 shares 48,061 $7.22M 0.01% +4,379 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,323 shares 42,323 $7.2M 0.01% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 6,961 shares; 2025Q1: 9,318 shares; 2025Q2: 10,280 shares; 2025Q3: 11,329 shares; 2025Q4: 11,725 shares 11,725 $7.17M 0.01% +396 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 159,662 shares; 2025Q2: 163,494 shares; 2025Q3: 183,566 shares; 2025Q4: 182,986 shares 182,986 $7.17M 0.01% -580 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,395 shares; 2024Q4: 23,550 shares; 2025Q1: 22,372 shares; 2025Q2: 73,934 shares; 2025Q3: 74,068 shares; 2025Q4: 76,274 shares 76,274 $7.16M 0.01% +2,206 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,566 shares; 2024Q4: 20,978 shares; 2025Q1: 21,178 shares; 2025Q2: 23,440 shares; 2025Q3: 168,855 shares; 2025Q4: 159,654 shares 159,654 $7.15M 0.01% -9,201 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,123 shares; 2024Q4: 7,558 shares; 2025Q1: 7,386 shares; 2025Q2: 7,573 shares; 2025Q3: 6,057 shares; 2025Q4: 88,507 shares 88,507 $7.15M 0.01% +82,450 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,984 shares; 2025Q1: 1,752 shares; 2025Q2: 1,708 shares; 2025Q3: 748 shares; 2025Q4: 21,726 shares 21,726 $7.14M 0.01% +20,978 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,410 shares; 2024Q4: 88,265 shares; 2025Q1: 89,162 shares; 2025Q2: 98,267 shares; 2025Q3: 101,762 shares; 2025Q4: 123,905 shares 123,905 $7.1M 0.01% +22,143 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,616 shares; 2024Q4: 308,530 shares; 2025Q1: 221,367 shares; 2025Q2: 309,097 shares; 2025Q3: 392,984 shares; 2025Q4: 315,950 shares 315,950 $7.06M 0.01% -77,034 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,960 shares; 2024Q4: 301,511 shares; 2025Q1: 314,342 shares; 2025Q2: 316,360 shares; 2025Q3: 299,869 shares; 2025Q4: 268,565 shares 268,565 $7.03M 0.01% -31,304 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,882 shares; 2025Q1: 4,150 shares; 2025Q2: 4,427 shares; 2025Q3: 3,262 shares; 2025Q4: 73,628 shares 73,628 $7.02M 0.01% +70,366 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,730 shares; 2024Q4: 174,617 shares; 2025Q1: 173,309 shares; 2025Q2: 171,038 shares; 2025Q3: 172,323 shares; 2025Q4: 171,826 shares 171,826 $7.01M 0.01% -497 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,864 shares; 2024Q4: 2,902 shares; 2025Q1: 2,483 shares; 2025Q2: 6,403 shares; 2025Q3: 17,968 shares; 2025Q4: 35,995 shares 35,995 $7M 0.01% +18,027 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,912 shares; 2024Q4: 14,657 shares; 2025Q1: 14,586 shares; 2025Q2: 15,539 shares; 2025Q3: 13,720 shares; 2025Q4: 21,600 shares 21,600 $6.99M 0.01% +7,880 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,794 shares; 2024Q4: 30,051 shares; 2025Q1: 25,040 shares; 2025Q2: 27,530 shares; 2025Q3: 35,186 shares; 2025Q4: 37,164 shares 37,164 $6.99M 0.01% +1,978 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,666 shares; 2024Q4: 28,080 shares; 2025Q1: 41,973 shares; 2025Q2: 46,710 shares; 2025Q3: 45,657 shares; 2025Q4: 44,432 shares 44,432 $6.97M 0.01% -1,225 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,277 shares; 2024Q4: 21,267 shares; 2025Q1: 18,582 shares; 2025Q2: 20,862 shares; 2025Q3: 20,615 shares; 2025Q4: 50,952 shares 50,952 $6.96M 0.01% +30,337 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,304 shares; 2025Q3: 49,242 shares; 2025Q4: 60,238 shares 60,238 $6.92M 0.01% +10,996 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,778 shares; 2025Q2: 13,208 shares; 2025Q3: 71,297 shares; 2025Q4: 96,414 shares 96,414 $6.9M 0.01% +25,117 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,507 shares; 2024Q4: 10,352 shares; 2025Q1: 11,223 shares; 2025Q2: 11,943 shares; 2025Q3: 12,794 shares; 2025Q4: 58,875 shares 58,875 $6.9M 0.01% +46,081 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,930 shares; 2024Q4: 126,486 shares; 2025Q1: 123,095 shares; 2025Q2: 123,371 shares; 2025Q3: 127,269 shares; 2025Q4: 136,366 shares 136,366 $6.89M 0.01% +9,097 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,324 shares; 2024Q4: 208,712 shares; 2025Q1: 198,144 shares; 2025Q2: 187,937 shares; 2025Q3: 182,180 shares; 2025Q4: 175,970 shares 175,970 $6.87M 0.01% -6,210 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 10,424 shares; 2025Q1: 11,685 shares; 2025Q2: 11,998 shares; 2025Q3: 11,814 shares; 2025Q4: 33,432 shares 33,432 $6.83M 0.01% +21,618 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,203 shares; 2024Q4: 24,182 shares; 2025Q1: 26,918 shares; 2025Q2: 30,553 shares; 2025Q3: 28,868 shares; 2025Q4: 30,402 shares 30,402 $6.82M 0.01% +1,534 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 214,014 shares 214,014 $6.82M 0.01% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,982 shares; 2024Q4: 55,397 shares; 2025Q1: 62,862 shares; 2025Q2: 61,711 shares; 2025Q3: 53,590 shares; 2025Q4: 92,050 shares 92,050 $6.8M 0.01% +38,460 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,370 shares; 2024Q4: 53,494 shares; 2025Q1: 52,559 shares; 2025Q2: 57,126 shares; 2025Q3: 69,208 shares; 2025Q4: 68,114 shares 68,114 $6.8M 0.01% -1,094 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,797 shares; 2024Q4: 31,132 shares; 2025Q1: 1,745 shares; 2025Q2: 11,560 shares; 2025Q3: 12,292 shares; 2025Q4: 16,102 shares 16,102 $6.75M 0.01% +3,810 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 824,458 shares; 2024Q4: 65,465 shares; 2025Q1: 71,529 shares; 2025Q2: 60,967 shares; 2025Q3: 95,201 shares; 2025Q4: 131,311 shares 131,311 $6.73M 0.01% +36,110 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,586 shares; 2024Q4: 2,156 shares; 2025Q1: 3,195 shares; 2025Q2: 3,925 shares; 2025Q3: 3,584 shares; 2025Q4: 4,809 shares 4,809 $6.71M 0.01% +1,225 Timeline VANGUARD INDEX FDS VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,500 shares; 2025Q2: 26,500 shares; 2025Q3: 15,000 shares; 2025Q4: 20,000 shares 20,000 $6.71M 0.01% +5,000 KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,795 shares; 2024Q4: 61,252 shares; 2025Q1: 59,450 shares; 2025Q2: 124,296 shares; 2025Q3: 126,389 shares; 2025Q4: 238,860 shares 238,860 $6.69M 0.01% +112,471 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,414 shares; 2024Q4: 329,133 shares; 2025Q1: 267,318 shares; 2025Q2: 243,541 shares; 2025Q3: 186,478 shares; 2025Q4: 168,305 shares 168,305 $6.66M 0.01% -18,173 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,070 shares; 2024Q4: 32,707 shares; 2025Q1: 33,560 shares; 2025Q2: 31,452 shares; 2025Q3: 33,824 shares; 2025Q4: 46,252 shares 46,252 $6.66M 0.01% +12,428 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,108 shares; 2025Q1: 4,122 shares; 2025Q2: 5,901 shares; 2025Q3: 13,729 shares; 2025Q4: 41,019 shares 41,019 $6.65M 0.01% +27,290 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,739 shares; 2024Q4: 28,314 shares; 2025Q1: 26,774 shares; 2025Q2: 26,681 shares; 2025Q3: 29,164 shares; 2025Q4: 68,684 shares 68,684 $6.62M 0.01% +39,520 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,823 shares; 2024Q4: 58,800 shares; 2025Q1: 251,059 shares; 2025Q2: 255,937 shares; 2025Q3: 83,296 shares; 2025Q4: 249,529 shares 249,529 $6.62M 0.01% +166,233 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,649 shares; 2025Q1: 9,056 shares; 2025Q2: 9,058 shares; 2025Q3: 9,920 shares; 2025Q4: 63,845 shares 63,845 $6.61M 0.01% +53,925 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,134 shares; 2025Q3: 11,651 shares; 2025Q4: 218,807 shares 218,807 $6.61M 0.01% +207,156 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,307 shares; 2024Q4: 10,647 shares; 2025Q1: 9,887 shares; 2025Q2: 60,545 shares; 2025Q3: 64,339 shares; 2025Q4: 64,932 shares 64,932 $6.6M 0.01% +593 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,346 shares; 2024Q4: 33,120 shares; 2025Q1: 41,626 shares; 2025Q2: 40,638 shares; 2025Q3: 33,037 shares; 2025Q4: 45,962 shares 45,962 $6.59M 0.01% +12,925 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 682 shares; 2025Q3: not reported; 2025Q4: 15,596 shares 15,596 $6.58M 0.01% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,709 shares; 2024Q4: 8,457 shares; 2025Q1: 4,233 shares; 2025Q2: 11,458 shares; 2025Q3: 35,043 shares; 2025Q4: 97,855 shares 97,855 $6.57M 0.01% +62,812 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,602 shares; 2024Q4: 15,955 shares; 2025Q1: 17,711 shares; 2025Q2: 15,527 shares; 2025Q3: 14,794 shares; 2025Q4: 142,614 shares 142,614 $6.56M 0.01% +127,820 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,602 shares; 2025Q1: not reported; 2025Q2: 5,808 shares; 2025Q3: 7,903 shares; 2025Q4: 20,590 shares 20,590 $6.56M 0.01% +12,687 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161,743 shares; 2025Q3: not reported; 2025Q4: 148,923 shares 148,923 $6.54M 0.01% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,036 shares; 2025Q2: 86,521 shares; 2025Q3: 96,858 shares; 2025Q4: 123,914 shares 123,914 $6.54M 0.01% +27,056 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,210 shares; 2025Q1: 101,773 shares; 2025Q2: 89,581 shares; 2025Q3: 80,328 shares; 2025Q4: 321,938 shares 321,938 $6.53M 0.01% +241,610 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,141 shares; 2024Q4: 259,201 shares; 2025Q1: 324,736 shares; 2025Q2: 346,905 shares; 2025Q3: 383,261 shares; 2025Q4: 388,545 shares 388,545 $6.47M 0.01% +5,284 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,466 shares; 2024Q4: 83,336 shares; 2025Q1: 98,400 shares; 2025Q2: 99,209 shares; 2025Q3: 94,600 shares; 2025Q4: 90,679 shares 90,679 $6.46M 0.01% -3,921 Timeline CRDT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 276,354 shares 276,354 $6.44M 0.01% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,594 shares; 2024Q4: 15,401 shares; 2025Q1: 14,122 shares; 2025Q2: 15,334 shares; 2025Q3: 30,663 shares; 2025Q4: 149,709 shares 149,709 $6.42M 0.01% +119,046 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,800 shares; 2024Q4: 43,557 shares; 2025Q1: 38,401 shares; 2025Q2: 40,863 shares; 2025Q3: 41,383 shares; 2025Q4: 74,679 shares 74,679 $6.4M 0.01% +33,296 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 13,167 shares; 2025Q1: 12,119 shares; 2025Q2: 11,784 shares; 2025Q3: 13,206 shares; 2025Q4: 15,781 shares 15,781 $6.37M 0.01% +2,575 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,184 shares; 2024Q4: 55,918 shares; 2025Q1: 56,852 shares; 2025Q2: 57,707 shares; 2025Q3: 54,663 shares; 2025Q4: 66,404 shares 66,404 $6.37M 0.01% +11,741 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,099 shares; 2024Q4: 42,136 shares; 2025Q1: 41,768 shares; 2025Q2: 41,623 shares; 2025Q3: 44,656 shares; 2025Q4: 687,071 shares 687,071 $6.33M 0.01% +642,415 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,525 shares; 2024Q4: 58,691 shares; 2025Q1: 56,644 shares; 2025Q2: 140,647 shares; 2025Q3: 107,335 shares; 2025Q4: 153,557 shares 153,557 $6.31M 0.01% +46,222 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,075 shares; 2024Q4: 96,961 shares; 2025Q1: 98,113 shares; 2025Q2: 27,114 shares; 2025Q3: 31,096 shares; 2025Q4: 28,229 shares 28,229 $6.3M 0.01% -2,867 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 192,690 shares 192,690 $6.29M 0.01% new Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,502 shares; 2025Q1: 7,605 shares; 2025Q2: 8,183 shares; 2025Q3: 6,340 shares; 2025Q4: 123,588 shares 123,588 $6.27M 0.01% +117,248 Timeline TPZ TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 305,725 shares 305,725 $6.23M 0.01% new Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,144 shares; 2024Q4: 202,082 shares; 2025Q1: 172,706 shares; 2025Q2: 139,406 shares; 2025Q3: 138,696 shares; 2025Q4: 137,123 shares 137,123 $6.19M 0.01% -1,573 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,911 shares; 2024Q4: 31,337 shares; 2025Q1: 31,440 shares; 2025Q2: 31,506 shares; 2025Q3: 31,639 shares; 2025Q4: 33,119 shares 33,119 $6.15M 0.01% +1,480 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 154,191 shares; 2025Q1: 155,164 shares; 2025Q2: 157,448 shares; 2025Q3: 156,973 shares; 2025Q4: 160,053 shares 160,053 $6.13M 0.01% +3,080 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,646 shares; 2024Q4: 20,555 shares; 2025Q1: 18,129 shares; 2025Q2: 23,277 shares; 2025Q3: 22,133 shares; 2025Q4: 34,043 shares 34,043 $6.13M 0.01% +11,910 Timeline DAY DAYFORCE INC More: the full row for DAYFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,336 shares; 2025Q3: 76,564 shares; 2025Q4: 88,024 shares 88,024 $6.09M 0.01% +11,460 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,410 shares; 2025Q1: 12,349 shares; 2025Q2: 26,782 shares; 2025Q3: 35,371 shares; 2025Q4: 57,056 shares 57,056 $6.04M 0.01% +21,685 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,225 shares; 2024Q4: 16,658 shares; 2025Q1: 16,955 shares; 2025Q2: 21,252 shares; 2025Q3: 15,288 shares; 2025Q4: 66,809 shares 66,809 $6.02M 0.01% +51,521 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,828 shares; 2024Q4: 65,226 shares; 2025Q1: 75,174 shares; 2025Q2: 73,791 shares; 2025Q3: 65,198 shares; 2025Q4: 83,443 shares 83,443 $5.98M 0.01% +18,245 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,369 shares; 2024Q4: 161,078 shares; 2025Q1: 160,456 shares; 2025Q2: 158,774 shares; 2025Q3: 176,825 shares; 2025Q4: 119,151 shares 119,151 $5.96M 0.01% -57,674 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,943 shares; 2025Q1: 3,812 shares; 2025Q2: 3,592 shares; 2025Q3: 5,165 shares; 2025Q4: 16,841 shares 16,841 $5.96M 0.01% +11,676 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,803 shares; 2024Q4: 160,673 shares; 2025Q1: 161,872 shares; 2025Q2: 186,079 shares; 2025Q3: 199,750 shares; 2025Q4: 266,084 shares 266,084 $5.96M 0.01% +66,334 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,726 shares; 2024Q4: 59,243 shares; 2025Q1: 53,538 shares; 2025Q2: 58,790 shares; 2025Q3: 64,467 shares; 2025Q4: 712,052 shares 712,052 $5.94M 0.01% +647,585 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,555 shares; 2024Q4: 24,431 shares; 2025Q1: 22,546 shares; 2025Q2: 23,253 shares; 2025Q3: 24,714 shares; 2025Q4: 27,681 shares 27,681 $5.94M 0.01% +2,967 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,111 shares; 2024Q4: 35,211 shares; 2025Q1: 37,652 shares; 2025Q2: 47,401 shares; 2025Q3: 68,140 shares; 2025Q4: 68,778 shares 68,778 $5.93M 0.01% +638 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,186 shares; 2025Q3: 136,726 shares; 2025Q4: 232,417 shares 232,417 $5.92M 0.01% +95,691 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,495 shares; 2024Q4: 24,086 shares; 2025Q1: 11,130 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 247,596 shares 247,596 $5.92M 0.01% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,044 shares; 2024Q4: 30,305 shares; 2025Q1: 67,447 shares; 2025Q2: 98,544 shares; 2025Q3: 68,213 shares; 2025Q4: 82,281 shares 82,281 $5.89M 0.01% +14,068 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,417 shares; 2024Q4: 11,512 shares; 2025Q1: 15,062 shares; 2025Q2: 13,862 shares; 2025Q3: 23,537 shares; 2025Q4: 56,796 shares 56,796 $5.85M 0.01% +33,259 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,373 shares; 2024Q4: 30,046 shares; 2025Q1: 34,517 shares; 2025Q2: 41,537 shares; 2025Q3: 43,012 shares; 2025Q4: 60,671 shares 60,671 $5.77M 0.01% +17,659 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 252,239 shares 252,239 $5.76M 0.01% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,991 shares; 2024Q4: 8,832 shares; 2025Q1: 12,601 shares; 2025Q2: 13,587 shares; 2025Q3: 14,771 shares; 2025Q4: 15,534 shares 15,534 $5.75M 0.01% +763 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 3,398 shares; 2025Q1: 3,599 shares; 2025Q2: 3,702 shares; 2025Q3: 4,389 shares; 2025Q4: 14,559 shares 14,559 $5.74M 0.01% +10,170 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,202 shares; 2025Q1: 81,382 shares; 2025Q2: 83,167 shares; 2025Q3: 84,447 shares; 2025Q4: 83,047 shares 83,047 $5.74M 0.01% -1,400 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,599 shares; 2024Q4: 29,970 shares; 2025Q1: 26,965 shares; 2025Q2: 30,290 shares; 2025Q3: 33,843 shares; 2025Q4: 88,111 shares 88,111 $5.74M 0.01% +54,268 Timeline GBX GREENBRIER COS INC More: the full row for GREENBRIER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121,760 shares 121,760 $5.69M 0.01% new Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 633,552 shares; 2025Q1: 637,522 shares; 2025Q2: 634,275 shares; 2025Q3: 635,672 shares; 2025Q4: 535,168 shares 535,168 $5.66M 0.01% -100,504 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,374 shares; 2024Q4: 77,649 shares; 2025Q1: 234,830 shares; 2025Q2: 276,997 shares; 2025Q3: 270,366 shares; 2025Q4: 225,919 shares 225,919 $5.64M 0.01% -44,447 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,801 shares; 2024Q4: 150,498 shares; 2025Q1: 169,101 shares; 2025Q2: 155,274 shares; 2025Q3: 134,785 shares; 2025Q4: 146,616 shares 146,616 $5.64M 0.01% +11,831 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,734 shares; 2024Q4: 15,405 shares; 2025Q1: 16,036 shares; 2025Q2: 18,548 shares; 2025Q3: 19,281 shares; 2025Q4: 21,618 shares 21,618 $5.61M 0.01% +2,337 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,581 shares; 2025Q2: 40,288 shares; 2025Q3: 89,085 shares; 2025Q4: 125,762 shares 125,762 $5.59M 0.01% +36,677 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,076 shares; 2024Q4: 16,094 shares; 2025Q1: 16,328 shares; 2025Q2: 17,975 shares; 2025Q3: 16,183 shares; 2025Q4: 22,273 shares 22,273 $5.59M 0.01% +6,090 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,404 shares; 2024Q4: 4,253 shares; 2025Q1: 4,094 shares; 2025Q2: 9,433 shares; 2025Q3: 8,793 shares; 2025Q4: 27,638 shares 27,638 $5.57M 0.01% +18,845 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,697 shares; 2025Q1: 33,355 shares; 2025Q2: 13,538 shares; 2025Q3: 34,609 shares; 2025Q4: 408,004 shares 408,004 $5.54M 0.01% +373,395 Timeline DTF DTF TAX-FREE INCOME 2028 TER More: the full row for DTF TAX-FREE INCOME 2028 TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,956 shares; 2025Q2: 17,104 shares; 2025Q3: 17,252 shares; 2025Q4: 480,856 shares 480,856 $5.49M 0.01% +463,604 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,207 shares; 2024Q4: 31,264 shares; 2025Q1: 31,249 shares; 2025Q2: 31,700 shares; 2025Q3: 32,176 shares; 2025Q4: 69,888 shares 69,888 $5.48M 0.01% +37,712 Timeline DDM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 96,396 shares 96,396 $5.48M 0.01% new Timeline CCAP CRESCENT CAP BDC INC More: the full row for CRESCENT CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 389,766 shares 389,766 $5.48M 0.01% new Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,933 shares; 2024Q4: 34,314 shares; 2025Q1: 58,891 shares; 2025Q2: 101,030 shares; 2025Q3: 97,445 shares; 2025Q4: 109,473 shares 109,473 $5.47M 0.01% +12,028 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,111 shares; 2025Q1: 55,778 shares; 2025Q2: 58,969 shares; 2025Q3: 87,281 shares; 2025Q4: 226,555 shares 226,555 $5.47M 0.01% +139,274 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,448 shares; 2024Q4: 60,712 shares; 2025Q1: 57,028 shares; 2025Q2: 52,883 shares; 2025Q3: 50,357 shares; 2025Q4: 61,616 shares 61,616 $5.46M 0.01% +11,259 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,292 shares; 2024Q4: 14,369 shares; 2025Q1: 14,372 shares; 2025Q2: 16,735 shares; 2025Q3: 24,331 shares; 2025Q4: 39,580 shares 39,580 $5.45M 0.01% +15,249 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,338 shares; 2024Q4: 111,112 shares; 2025Q1: 104,574 shares; 2025Q2: 110,775 shares; 2025Q3: 123,293 shares; 2025Q4: 122,760 shares 122,760 $5.42M 0.01% -533 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,040 shares; 2025Q1: 75,599 shares; 2025Q2: 77,178 shares; 2025Q3: 78,345 shares; 2025Q4: 79,408 shares 79,408 $5.36M 0.01% +1,063 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109,733 shares 109,733 $5.33M 0.01% new Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,184 shares; 2024Q4: 116,654 shares; 2025Q1: 79,374 shares; 2025Q2: 155,423 shares; 2025Q3: 161,245 shares; 2025Q4: 168,868 shares 168,868 $5.32M 0.01% +7,623 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175,498 shares 175,498 $5.31M 0.01% new Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,792 shares; 2024Q4: 99,701 shares; 2025Q1: 98,243 shares; 2025Q2: 100,148 shares; 2025Q3: 98,781 shares; 2025Q4: 128,748 shares 128,748 $5.29M 0.01% +29,967 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 115,898 shares 115,898 $5.28M 0.01% new Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80,062 shares; 2025Q1: 59,922 shares; 2025Q2: 70,682 shares; 2025Q3: 73,737 shares; 2025Q4: 285,577 shares 285,577 $5.26M 0.01% +211,840 Timeline MATW MATTHEWS INTL CORP More: the full row for MATTHEWS INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200,702 shares 200,702 $5.24M 0.01% new Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,665 shares; 2024Q4: 18,773 shares; 2025Q1: 19,068 shares; 2025Q2: 18,002 shares; 2025Q3: 16,947 shares; 2025Q4: 49,681 shares 49,681 $5.23M 0.01% +32,734 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,451 shares; 2025Q1: 817,494 shares; 2025Q2: 899,504 shares; 2025Q3: 937,414 shares; 2025Q4: 989,792 shares 989,792 $5.23M 0.01% +52,378 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,884 shares; 2024Q4: 89,283 shares; 2025Q1: 83,450 shares; 2025Q2: 80,927 shares; 2025Q3: 80,155 shares; 2025Q4: 78,399 shares 78,399 $5.22M 0.01% -1,756 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,040 shares; 2025Q4: 113,728 shares 113,728 $5.21M 0.01% +102,688 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 4,841 shares; 2025Q1: 5,202 shares; 2025Q2: 7,170 shares; 2025Q3: 67,173 shares; 2025Q4: 21,838 shares 21,838 $5.18M 0.01% -45,335 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,781 shares; 2024Q4: 18,148 shares; 2025Q1: 18,840 shares; 2025Q2: 18,778 shares; 2025Q3: 19,020 shares; 2025Q4: 25,696 shares 25,696 $5.18M 0.01% +6,676 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,821 shares; 2024Q4: 73,375 shares; 2025Q1: 64,189 shares; 2025Q2: 66,135 shares; 2025Q3: 64,391 shares; 2025Q4: 72,260 shares 72,260 $5.14M 0.01% +7,869 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,218 shares; 2024Q4: 117,979 shares; 2025Q1: 116,573 shares; 2025Q2: 112,937 shares; 2025Q3: 109,295 shares; 2025Q4: 109,128 shares 109,128 $5.1M 0.01% -167 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,935 shares; 2024Q4: 127,394 shares; 2025Q1: 158,505 shares; 2025Q2: 98,954 shares; 2025Q3: 102,081 shares; 2025Q4: 110,945 shares 110,945 $5.09M 0.01% +8,864 Timeline MICROSOFT CORP MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 10,500 shares 10,500 $5.08M 0.01% +3,000 G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,739 shares; 2025Q1: 5,227 shares; 2025Q2: 6,352 shares; 2025Q3: 31,978 shares; 2025Q4: 107,343 shares 107,343 $5.02M 0.01% +75,365 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,765 shares; 2024Q4: 95,951 shares; 2025Q1: 93,351 shares; 2025Q2: 85,061 shares; 2025Q3: 87,433 shares; 2025Q4: 104,623 shares 104,623 $5.02M 0.01% +17,190 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,256 shares; 2024Q4: 14,606 shares; 2025Q1: 29,270 shares; 2025Q2: 23,040 shares; 2025Q3: 23,063 shares; 2025Q4: 58,627 shares 58,627 $5.01M 0.01% +35,564 Timeline GDL GDL FD More: the full row for GDL FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 591,856 shares 591,856 $5.01M 0.01% new Timeline ATS ATS CORPORATION More: the full row for ATS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 181,988 shares; 2025Q4: 181,975 shares 181,975 $5.01M 0.01% -13 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 25,221 shares; 2025Q1: 26,144 shares; 2025Q2: 27,027 shares; 2025Q3: 25,461 shares; 2025Q4: 31,201 shares 31,201 $5.01M 0.01% +5,740 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,476 shares; 2024Q4: not reported; 2025Q1: 10,378 shares; 2025Q2: 10,785 shares; 2025Q3: 9,803 shares; 2025Q4: 81,042 shares 81,042 $5M 0.01% +71,239 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 680 shares; 2025Q1: 649 shares; 2025Q2: 2,110 shares; 2025Q3: 47,889 shares; 2025Q4: 9,069 shares 9,069 $5M 0.01% -38,820 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,586 shares; 2024Q4: 14,772 shares; 2025Q1: 12,592 shares; 2025Q2: 12,862 shares; 2025Q3: 15,912 shares; 2025Q4: 30,109 shares 30,109 $4.99M 0.01% +14,197 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,008 shares; 2024Q4: 31,549 shares; 2025Q1: 34,201 shares; 2025Q2: 35,521 shares; 2025Q3: 34,972 shares; 2025Q4: 49,874 shares 49,874 $4.98M 0.01% +14,902 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,990 shares; 2025Q2: 18,952 shares; 2025Q3: 20,187 shares; 2025Q4: 20,061 shares 20,061 $4.98M 0.01% -126 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,622 shares 62,622 $4.97M 0.01% new Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 242,920 shares; 2025Q3: 244,560 shares; 2025Q4: 260,375 shares 260,375 $4.97M 0.01% +15,815 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,121 shares; 2024Q4: 15,947 shares; 2025Q1: 16,500 shares; 2025Q2: 18,625 shares; 2025Q3: 13,841 shares; 2025Q4: 30,261 shares 30,261 $4.94M 0.01% +16,420 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,033 shares; 2025Q3: not reported; 2025Q4: 39,754 shares 39,754 $4.93M 0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,316 shares; 2024Q4: 54,899 shares; 2025Q1: 59,694 shares; 2025Q2: 70,240 shares; 2025Q3: 67,108 shares; 2025Q4: 119,862 shares 119,862 $4.93M 0.01% +52,754 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,865 shares; 2024Q4: 26,306 shares; 2025Q1: 28,195 shares; 2025Q2: 70,733 shares; 2025Q3: 71,326 shares; 2025Q4: 86,542 shares 86,542 $4.93M 0.01% +15,216 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,745 shares; 2024Q4: 30,510 shares; 2025Q1: 28,792 shares; 2025Q2: 35,915 shares; 2025Q3: 39,309 shares; 2025Q4: 47,884 shares 47,884 $4.9M 0.01% +8,575 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,143 shares; 2024Q4: 172,590 shares; 2025Q1: 150,001 shares; 2025Q2: 150,551 shares; 2025Q3: 137,048 shares; 2025Q4: 136,483 shares 136,483 $4.9M 0.01% -565 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 4,967 shares; 2025Q1: 6,124 shares; 2025Q2: 9,054 shares; 2025Q3: 8,269 shares; 2025Q4: 29,496 shares 29,496 $4.9M 0.01% +21,227 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,799 shares; 2024Q4: 37,253 shares; 2025Q1: 103,778 shares; 2025Q2: 101,211 shares; 2025Q3: 100,613 shares; 2025Q4: 100,735 shares 100,735 $4.89M 0.01% +122 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,971 shares; 2025Q1: 21,739 shares; 2025Q2: 22,922 shares; 2025Q3: 24,403 shares; 2025Q4: 38,508 shares 38,508 $4.87M 0.01% +14,105 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,822 shares; 2024Q4: 31,941 shares; 2025Q1: 21,928 shares; 2025Q2: 30,418 shares; 2025Q3: 41,408 shares; 2025Q4: 46,123 shares 46,123 $4.86M 0.01% +4,715 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,323 shares; 2024Q4: 37,300 shares; 2025Q1: 41,261 shares; 2025Q2: 113,775 shares; 2025Q3: 30,529 shares; 2025Q4: 105,917 shares 105,917 $4.86M 0.01% +75,388 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,025 shares; 2024Q4: 16,894 shares; 2025Q1: 10,700 shares; 2025Q2: 6,597 shares; 2025Q3: 5,387 shares; 2025Q4: 101,290 shares 101,290 $4.85M 0.01% +95,903 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,702 shares; 2024Q4: 18,830 shares; 2025Q1: 19,977 shares; 2025Q2: 20,602 shares; 2025Q3: 24,689 shares; 2025Q4: 29,646 shares 29,646 $4.84M 0.01% +4,957 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,411 shares; 2024Q4: 5,136 shares; 2025Q1: 3,112 shares; 2025Q2: 3,515 shares; 2025Q3: 14,231 shares; 2025Q4: 36,323 shares 36,323 $4.82M 0.01% +22,092 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,465 shares; 2024Q4: 8,422 shares; 2025Q1: 8,751 shares; 2025Q2: 8,676 shares; 2025Q3: 13,137 shares; 2025Q4: 18,901 shares 18,901 $4.79M 0.01% +5,764 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,257 shares; 2025Q1: 26,144 shares; 2025Q2: 24,803 shares; 2025Q3: 26,143 shares; 2025Q4: 38,158 shares 38,158 $4.78M 0.01% +12,015 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,461 shares; 2025Q3: 203,288 shares; 2025Q4: 201,142 shares 201,142 $4.77M 0.01% -2,146 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 123,339 shares 123,339 $4.76M 0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 5,804 shares; 2025Q1: 6,010 shares; 2025Q2: 6,219 shares; 2025Q3: 7,280 shares; 2025Q4: 8,320 shares 8,320 $4.73M 0.01% +1,040 Timeline SFIX STITCH FIX INC More: the full row for STITCH FIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 274,564 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 518,970 shares; 2025Q4: 898,409 shares 898,409 $4.72M 0.01% +379,439 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,332 shares; 2024Q4: 21,075 shares; 2025Q1: 38,458 shares; 2025Q2: 39,837 shares; 2025Q3: 144,802 shares; 2025Q4: 107,574 shares 107,574 $4.71M 0.01% -37,228 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,115 shares; 2024Q4: 41,591 shares; 2025Q1: 49,700 shares; 2025Q2: 48,696 shares; 2025Q3: 48,666 shares; 2025Q4: 25,801 shares 25,801 $4.7M 0.01% -22,865 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,901 shares; 2025Q1: 15,959 shares; 2025Q2: 41,037 shares; 2025Q3: 217,710 shares; 2025Q4: 294,450 shares 294,450 $4.67M 0.01% +76,740 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,844 shares; 2025Q2: 55,733 shares; 2025Q3: not reported; 2025Q4: 47,961 shares 47,961 $4.66M 0.01% new Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,483 shares; 2024Q4: 75,897 shares; 2025Q1: 45,902 shares; 2025Q2: 48,893 shares; 2025Q3: 41,322 shares; 2025Q4: 46,316 shares 46,316 $4.63M 0.01% +4,994 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,963 shares; 2024Q4: 9,615 shares; 2025Q1: 10,002 shares; 2025Q2: 13,219 shares; 2025Q3: 16,914 shares; 2025Q4: 22,495 shares 22,495 $4.62M 0.01% +5,581 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,184 shares; 2025Q3: 61,141 shares; 2025Q4: 100,197 shares 100,197 $4.61M 0.01% +39,056 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,549 shares; 2025Q2: 6,451 shares; 2025Q3: 18,285 shares; 2025Q4: 60,867 shares 60,867 $4.61M 0.01% +42,582 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,073 shares; 2024Q4: 10,273 shares; 2025Q1: 10,214 shares; 2025Q2: 9,682 shares; 2025Q3: not reported; 2025Q4: 150,005 shares 150,005 $4.61M 0.01% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,302 shares; 2025Q1: 58,619 shares; 2025Q2: 57,538 shares; 2025Q3: 3,041 shares; 2025Q4: 49,444 shares 49,444 $4.61M 0.01% +46,403 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 2,332 shares; 2025Q1: 1,454 shares; 2025Q2: 1,096 shares; 2025Q3: 4,752 shares; 2025Q4: 8,171 shares 8,171 $4.59M 0.01% +3,419 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,740 shares; 2025Q2: 12,916 shares; 2025Q3: 12,694 shares; 2025Q4: 13,326 shares 13,326 $4.58M 0.01% +632 Timeline RLX RLX TECHNOLOGY INC More: the full row for RLX TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,946,802 shares; 2025Q3: 1,946,802 shares; 2025Q4: 1,947,612 shares 1,947,612 $4.54M 0.01% +810 Timeline TESLA INC TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $4.5M 0.01% new SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,636 shares; 2025Q1: 35,847 shares; 2025Q2: 33,372 shares; 2025Q3: 33,503 shares; 2025Q4: 34,365 shares 34,365 $4.47M 0.01% +862 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,771 shares; 2025Q1: 28,390 shares; 2025Q2: 30,610 shares; 2025Q3: 30,210 shares; 2025Q4: 63,372 shares 63,372 $4.47M 0.01% +33,162 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,878 shares; 2025Q2: 109,620 shares; 2025Q3: 112,600 shares; 2025Q4: 121,831 shares 121,831 $4.44M 0.01% +9,231 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,581 shares; 2024Q4: 52,687 shares; 2025Q1: 45,391 shares; 2025Q2: 50,651 shares; 2025Q3: 48,074 shares; 2025Q4: 52,534 shares 52,534 $4.44M 0.01% +4,460 Timeline PSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,503 shares; 2025Q1: 63,446 shares; 2025Q2: not reported; 2025Q3: 15,959 shares; 2025Q4: 87,663 shares 87,663 $4.42M 0.01% +71,704 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,419 shares; 2024Q4: 11,849 shares; 2025Q1: 14,936 shares; 2025Q2: 13,364 shares; 2025Q3: 13,149 shares; 2025Q4: 43,335 shares 43,335 $4.41M 0.01% +30,186 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,330 shares; 2024Q4: 379,500 shares; 2025Q1: 357,673 shares; 2025Q2: 315,730 shares; 2025Q3: 422,939 shares; 2025Q4: 385,159 shares 385,159 $4.4M 0.01% -37,780 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 942,523 shares; 2025Q1: 917,613 shares; 2025Q2: 928,542 shares; 2025Q3: 134,168 shares; 2025Q4: 134,552 shares 134,552 $4.37M <0.01% +384 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,481 shares; 2024Q4: 101,376 shares; 2025Q1: 103,044 shares; 2025Q2: 144,821 shares; 2025Q3: 82,156 shares; 2025Q4: 116,382 shares 116,382 $4.36M <0.01% +34,226 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 4,367 shares; 2025Q1: 2,618 shares; 2025Q2: 2,754 shares; 2025Q3: 47,149 shares; 2025Q4: 47,675 shares 47,675 $4.34M <0.01% +526 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,727 shares 44,727 $4.33M <0.01% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,704 shares; 2024Q4: 10,563 shares; 2025Q1: 10,414 shares; 2025Q2: 15,167 shares; 2025Q3: 22,619 shares; 2025Q4: 67,900 shares 67,900 $4.31M <0.01% +45,281 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: 1,457 shares; 2025Q1: 2,631 shares; 2025Q2: 1,798 shares; 2025Q3: 4,719 shares; 2025Q4: 19,724 shares 19,724 $4.3M <0.01% +15,005 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,213 shares; 2024Q4: 59,558 shares; 2025Q1: 60,529 shares; 2025Q2: 61,140 shares; 2025Q3: 57,824 shares; 2025Q4: 56,724 shares 56,724 $4.29M <0.01% -1,100 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,895 shares; 2024Q4: 134,181 shares; 2025Q1: 143,340 shares; 2025Q2: 144,773 shares; 2025Q3: 134,422 shares; 2025Q4: 128,539 shares 128,539 $4.29M <0.01% -5,883 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,995 shares; 2024Q4: 28,357 shares; 2025Q1: 73,102 shares; 2025Q2: 93,817 shares; 2025Q3: 91,657 shares; 2025Q4: 111,607 shares 111,607 $4.29M <0.01% +19,950 Timeline LOUP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,022 shares 56,022 $4.28M <0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,255 shares; 2024Q4: 34,825 shares; 2025Q1: 37,047 shares; 2025Q2: 37,786 shares; 2025Q3: 29,385 shares; 2025Q4: 48,296 shares 48,296 $4.27M <0.01% +18,911 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,854 shares; 2024Q4: 17,495 shares; 2025Q1: 18,481 shares; 2025Q2: 13,461 shares; 2025Q3: 10,103 shares; 2025Q4: 93,716 shares 93,716 $4.27M <0.01% +83,613 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 168,936 shares 168,936 $4.25M <0.01% new Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,119 shares; 2024Q4: 74,097 shares; 2025Q1: 74,730 shares; 2025Q2: 123,915 shares; 2025Q3: 120,422 shares; 2025Q4: 112,584 shares 112,584 $4.25M <0.01% -7,838 Timeline